Redefining Energy - Minutes / Archives 2022-23
Laurent Segalen and Gerard Reid
These are the 2022-23 Archives of Redefining Minutes. You can now find our Minutes every other Monday on the Redefining Energy main show.
Episodes
Mentioned books
May 27, 2023 • 7min
68. EWorld, SNEC Shanghai, new Solar records, Chinese EVs, Tesla, Aston Martin, Diner with the Michaels
Every Sunday, Gerard and Laurent debrief the week in the Energy Transition. On the menu:- Gerard and Laurent at EWorld Essen (Germany)- Meanwhile gigantic Solar Show in Shanghai, and the numbers are mind blowing- EVs from China are conquering the world- Tesla Y best selling car worldwide. Aston Martin. Rimac Nevara- Laurent has a great diner with Michael Liebreich and Michael Barnard
May 21, 2023 • 8min
67. NatGas prices crash while renewables surge, Graichen is a martyr, Tesla obliterates competition.
Every Sunday, Gerard and Laurent revisit the main news of the Energy Transition. This week:- TTF gas prices collapse while Renewables beat records everywhere- Patrick Graichen, martyr of the Energy Transition- Tesla is obliterating the competition. Some will not survive.- Join Laurent at Renewable Revenue Summit London Happening in London on the 6th and 7th of June 2023, Renewable Energy Revenues Summit addresses how renewable energy generators can optimise trading, power purchase agreements and merchant offtake.Contact Moses Makin from Solar Mediahttps://www.renewablerevenue.co.uk/
May 14, 2023 • 8min
66. German energy subsidies, Turkmenistan methane, Lithium merger, Irish Offshore Wind tender
Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.This week, 2 rants and 2 good news:- Gerard rants about German Energy subsidies- Laurent rants about Turkmenistan spewing methane. What is COP doing?- 10bnUSD merger in the Lithium mining Industry- Successful Irish 3GW offshore wind auction
May 7, 2023 • 6min
65. Laurent at Flame, China EV sales kill foreign ICE, 8h storage, the control of Lithium, Tesla superchargers
Every Sunday, Gerard and Laurent debrief last week news in the Energy Transition.On the menu:- Laurent behind enemy lines at Flame (LNG conference)- China EV sales are obliterating legacy foreign automakers- 8-hour storage: RWE sets a record in Australia- Lithium control: Chile vs Australia + has the price finally reach its bottom?- Tesla Superchargers- Avaada Brookfields - 1bnUSD investment (India)
Apr 30, 2023 • 7min
64. Germany bans boilers, EU SAF, Tesla Storage, IEA predictions, California Duck Curve is now a Canyon
Every Sunday, Gerard and Laurent discuss the latest news in the Energy Transition. On the menu:- Germany ban boilers and Carrier acquires Viessmann- EU votes on SAF to green aviation- Tesla Energy Storage, the new giant- Duck Curve in California becomes a Canyon- Gerard and Laurent in Stanford (thank you Jeff!)
Apr 23, 2023 • 9min
63. Asian heatwave. CATL juggernaut. Fit for 55. EV tax credit. Michael Barnard's program
Every Sunday, Laurent and Gerard debrief last week's news in the Energy Transition. This week, we bring our friend Michael Barnard who is lauching Redefining Energy Tech (the familiy grows).This week on the menu:- Deadly heatwaves in Asia.- CATL dominates the battery universe- Fit for 55 voted in the EU Parliament- US government picks winners and loser in the EV industry- RE TECH program
Apr 16, 2023 • 8min
62. Germany exits Nuke. Good and bad Reports. EU Utilities leave LatAm. Wind Laos. Goodbye Mr Starace
On Sunday, Laurent and Gerard discuss last week's news in the Energy Transition:This week:- Welcome to our new show: Redefining TECH- Germany closes last 3 nukes- Reports: Ember up, Lazard down- EU Utilities leave Latin America- Mega wind farm Laos-Vietnam- Goodbye Mr. Starace Reports:Ember Climate: https://ember-climate.org/insights/research/global-electricity-review-2023/Lazard LCOE: https://www.lazard.com/media/typdgxmm/lazards-lcoeplus-april-2023.pdfRedefining Energy TECH is available here:Applepodcast: https://podcasts.apple.com/gb/podcast/redefining-energy-tech/id1675126007Spotify: https://open.spotify.com/show/5wwTdK7Tm2LOCgIXbxF7Zc
Apr 9, 2023 • 9min
61. Germany vs UK NetZero policy. New Carbon Standards. Solar. Vogtle 3 energised.
Happy EasterEvery Sunday, Gerard and Laurent debate last week's news in the Energy Transition:- Germany vs UK Net Zero policies: “You Can Go your Own Way”- New Carbon Standards will be integrity to the fledgling market- Solar: prices are down, volumes are up- First nuclear plant energized in the US in 30 years (Vogtle 3)
Apr 2, 2023 • 7min
60. Mining. Transmission. Home Batteries. In the US, renewables take over Coal and Nuke
Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.On the menu:- Mining, despite being critical for the Energy Transition, has an HR problem- Finally, some investments in transmission (Terna, Grid United)- The success of Germany’s home batteries (+60% yoy)- In the US, Renewables overtake coal and nuke
Mar 26, 2023 • 9min
59. Berlin Infrastructure Conference, IRA, Aramco, VW, Brookfield, JERA
Every Sunday, Gerard and Laurent revisit last week's news in the Energy Transition:On the menu:- Gerard and Laurent share their takeaways after the spectacular Berlin Infrastructure Conference- Big numbers at Aramco and VW- Interesting deals: Brookfield, JERA- Chinese Wind Turbines in EuropePics from the Berlin Conference:https://www.splento.com/peimedia/Mk8i6
