Redefining Energy - Minutes / Archives 2022-23
These are the 2022-23 Archives of Redefining Minutes. You can now find our Minutes every other Monday on the Redefining Energy main show.
Latest episodes
Oct 15, 2023 • 8min
88. ExxonMobil mega deal, EU Directive on Renewables, Hydrogen, Offshore Wind Doggerbank, Geopolitics, Trove Research, MyEnergi.
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.On the menu: – Mega Oil deal ExxonMobil acquires Pioneer for 60bnUSD– New EU Renewables directive (targets, SAF, Green Hydrogen)– Doggerbank 3.6GW offshore wind energized– Poland first offshore wind FID– Geopolitics weighs heavy on the gas markets (Ukraine, Israel, Estonia)– Trove Research acquired by MSCI– MyEnergi does a great round with Energy Impact Partners
Oct 8, 2023 • 8min
87. Grid at WEF, Brookfield, Quinbrook, Tesla vs. BYD, GM CTO out, Norway EVs, CBAM
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu:– Gerard at the World Economic Forum talks grid reorganisation and financing– Big capital operations (Brookfield, Quinbrook, Partners Group)– BYD on the heels of Tesla while GM sacks its CTO after a month– Norway goes 93% EV in September– Not sure if Carbon Border Adjustment Mechanism (CBAM) will be effective but bureaucracy certainly strives. CBAM: Corporate Bureaucracy At Maximum
Oct 1, 2023 • 8min
86. Energy Storage Awards, Start Ups fund raising, Tesla Semi, Hydrogens dries up, Batteries investments.
Every Sunday, Laurent and Gerard debrief last week’s news in the Energy Transition. This week on the menu:Laurent celebrates developers at the British Energy Storage Awards Ceremony (winners: Zenobe, Fluence, Habitat, Gore Street);Great Energy start-ups keep on raising money (1komma5, Pexapark, Accure, Skoon, Electrons, Renewabl);Tesla Semi is obliterating Hydrogen trucks while H2 filling stations in Denmark and California are running dry;Huge battery investments (Cathodes in Morocco, Northvolt in Quebec)
Sep 24, 2023 • 8min
85. Gerard in Las Vegas, Solar smiles while Wind cries, batteries, subsidies, Australia 70% green
Every Sunday, Gerard and Laurent discuss the latest news in the Energy Transition. This week on the menu:Gerard goes to RE+ Las Vegas and gets hackedWhile solar and batteries thrive, wind cries (our London conference)There is always something happening at BP and Shell. To summarise: ESG no – Oil yesWill subsidies save the legacy automakers?Australia runs 70% on renewables (Sept 20)
Sep 17, 2023 • 11min
84. The current state of play in infrastructure investing, higher rates, consolidation, volatility. Also, a deep dive on EV charging
Every Sunday, Laurent and Gerard discuss the #energytransition news.This week, we pause to look at the new normal in the Energy Infrastructure Investment landscape. High interest rates are harming the infrastructure investment case through a double whammy: higher cost of debt and higher shareholders’ expectation in terms of ROI.Still, the sector is consolidating, and large Asset Managers are gobbling up smaller ones.We also make a deep dive on the EV charging space. And in the US, Tesla has obliterated the competition and is building for itself a very lucrative monopoly by owning the sole standard.
Sep 9, 2023 • 9min
83. Batteries and Solar overcapacities lead to price collapse; Munich auto show; Lithium M&A; Green Steel
Roger Atkins, who participated in the Munich auto-show, discusses the implications of Chinese overinvestment in batteries and solar, leading to price collapses. Joe Lowry provides insights on the flurry of M&A activity in the Lithium mining sector. The podcast also explores the booming green steel industry and the exorbitant compensation of Lucid CEO.
Sep 3, 2023 • 10min
82. Headwinds for wind, Octopus masterpiece, Redwood raises money, BYD buys Jabil, Crazy Ozzy Pumped Hydro
Every Sunday, Gerard and Laurent revisit last week's news in the Energy Transition.On the Menu:Wind: The Bad, the Bad and the Ugly. Orsted, Siemens…Octopus takes on millions of Shell customers in UK and Germany Battery recycling gets another boost – Redwood MaterialsBYD makes a major acquisition in Power Electronics: JabilAustralian Pumped Hydro now more expensive than Nuclear. The debacle of Snowy 2
Aug 27, 2023 • 9min
81. Climate Change and its economic impacts, Texas, Weird Energy markets, Northvolt
Gerard and Laurent discuss the economic impacts of climate change and weird energy markets. They also talk about Northvolt and the challenges of too many Gigafactories in the pipeline.
Aug 20, 2023 • 11min
80. IRA first anniversary, the folly of DAC, CATL, VinFast, Russian Uranium
Energy Transition experts Michael Barnard, Laurent, and Gerard discuss the one year anniversary of the Inflation Reduction Act, the issues with Direct Air Capture, CATL's impressive battery technology, the convenience of electric car charging, the rise of VINFAST, and the complexities of Russian uranium exports and sanctions.
Aug 13, 2023 • 8min
79. Choice vs Necessity: Nuclear US vs China, Proterra vs BYD, Zombie EVs, Hydrogen trains, Electric Yangtze River
Even during the Summer, Laurent and Gerard manage to convene once a week to discuss the latest Energy Transition news. On the menu:- Why is Nuclear 4x more expensive in the US than China?- Proterra vs BYD, the tale of 2 electric buses companies- Lucid doomed while Rivian might survive- Hydrogen trains: “Nein danke”- Electrifying the Yangtze river
