Redefining Energy - Minutes / Archives 2022-23 cover image

Redefining Energy - Minutes / Archives 2022-23

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Aug 6, 2023 • 7min

78. A Summer Special on Sustainable Aviation with David Calhoun, CEO Boeing, on the Check 6 podcast

Every Sunday, Laurent and Gerard debrief news on the Energy Transition.This week, a quick Summer Special on Sustainable Aviation with an excerpt from an interview of David Calhoun, CEO Boeing (on the Check6 podcast) and our comments on SAF and Electrification.
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Jul 30, 2023 • 10min

77. Geothermal, Germany Hydrogen and Congestions, Totalenergies , Enel, China, Africa, ICVCM

Every Sunday, Laurent and Gerard debrief last week's news on the Energy Transition. On the menu:- A “George Mitchell” moment in geothermal: Fervo- Germany between Hydrogen dreams and congestion costs- Totalenergies acquires Eren- Enel goes back to networks- Big changes in EV China for the international OEMs- Progress in Africa (grid, solar)- ICVCM issues Carbon rules
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Jul 23, 2023 • 8min

76. Government interventions, Vattenfall stalls offshore, Subsea interconnectors, Shell and ExxonMobil vs BP and Total, Tesla invincible

Gerard is back. With Laurent, they weekly debrief the news in the Energy Transition. On the menu:- David vs Goliath – Epilogue: We are apparently “woke”- Government interventions in the Energy Sector (Poland, France, UK)- It’s the summer of interconnectors- BigOil dilemma: electrons or molecules?- Tesla is invincible- Cruel summer. Water is gold
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Jul 16, 2023 • 9min

75. Green shipping, David vs Goliath in Hydrogen village, Electrified mining, Nuclear SPAC, ESG Saudi Aramco (with Michael Barnard)

Gerard couldn't make it for this episode, so Michael Barnard took over. On the menu:- International Maritime Organisation goes green- David wins against Goliath in the Hydrogen village- Hydrogen in mining: No thanks- Still ThyssenKrupp successfully offloads its electrolyzer business- Nuclear SPAC- Saudi Aramco is now ESG compliant
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Jul 9, 2023 • 9min

74. Hot July, Desulphurisation of Maritime Fuel, Shell is moving backwards, Tesla and BYD rule while VW is struggling.

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. A lot of ranting this week. On the menu:-“It's so hot in July” and the laws of unintended consequences with the desulphurisation of Maritime fuels-Heads are rolling at Shell and the new CEO’s short-term strategy will backfire soon, predicts Gerard-Tesla and BYD are obliterating the competition.- VW is struggling
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Jul 2, 2023 • 8min

73. Gerard trades power, Laurent invests in Climate Tech, Energy Institute, Wind crisis Siemens, ESG lambasted, RIP Pr. Goodenough

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. On the menu- Gerard charges his car and becomes a power trader- Successful seed round for Europe most promising Climatech start-up: Renewabl - https://www.renewabl.com/- Energy Institute publishes bp statistical review 72nd Edition - https://www.energyinst.org/statistical-review- Wind in crisis at Siemens- ESG lambasted by Glencore- RIP Pr. Goodenough
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Jun 25, 2023 • 8min

72. Eurelectric, Batteries, ESG, Infra funds, Temperatures, US DOE LPO

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. On the menu:- Superb conference by Eurelectric with our interview of Leo Birnbaum, CEO E.ON- Massive battery investments (RWE, AES, Neoen)- Infrastructure funds are deploying capital (Brookfield, Blackstone)- EU regulates ESG while the CFTC goes after phony carbon- Insane temperatures (China, Canada, Texas)- Jigar Shah superstar
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Jun 18, 2023 • 9min

71. Intersolar is crazy, Shell goes back to black, Infrastructure funding down, VC’s bull run is over but the scene remains active

Every Sunday, Laurent and Gerard debrief last week's news. This week, Gerard is in his car, back from Intersolar in Munich. On the menu:- Crazy activity at Intersolar with 106,000 visitors (up 60% yoy) Chinese dominate solar, batteries, EVs- Shell goes back to black- Gas markets all over the place- Infrastructure funds and VC fundraising down but the scene is still active- Great Series A for our friend Alex “Magnesium” Grant
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Jun 11, 2023 • 8min

70. Intersolar, EcoSummit, Ep100, EBuses, Suncable, MKopa, Hydrogen

Every Sunday, Laurent and Gerard debrief last week news in the Energy Transition. On the menu:- The coming week, 3 great events: Intersolar Munich, Berlin EcoSummit… and the Episode 100 of the main show- Sale of EBuses in Europe overtake Diesel- Suncable resuscitated by Quinbrook- MKopa, African solar success story- Platts tracks Green Hydrogen
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Jun 4, 2023 • 7min

69. Solar melts power prices, coal exit, Denmark Offshore Wind, Ford capitulates, UK Solar Summit

Every Sunday, Gerard and Laurent debriefs last week in the Energy Transition:On the menu:- Energy prices meltdown in Europe: negative prices and coal is shipped back to Africa- IEA is (finally) bullish renewables- Denmark huge offshore wind plan (but China is even bigger)- In the EV race, Tesla wins again, Ford capitulates. The Japanese are out lunch.- We partner with UK Solar SummitThe UK Solar Summit takes place on 27 & 28 June in London and listeners can save 15% off their tickets by using the code Redefining15. You will hear from the Minister of State for DESNZ, Ofgem, National Grid ESO, EDF, SSE, RWE, Sonnedix and more.Summit description: https://uss.solarenergyevents.com/Get your discounted ticket here: https://na.eventscloud.com/uksolarsummit?discountcode=REDEFINING15

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