Redefining Energy - Minutes / Archives 2022-23

Laurent Segalen and Gerard Reid
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Mar 19, 2023 • 11min

58. Special Episode: Tesla Master Plan 3

A Special Episode: Excerpts from Tesla Master Plan 3 (Investor Day 1st March 2023)5 actions for a Sustainable Earth1) Renewables and Batteries2) Electric Transportation3) Electric Heating4) Hydrogen5) Sustainable FuelsCheck the videohttps://www.youtube.com/watch?v=eIQ20RvhUhg
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Mar 12, 2023 • 8min

57. CERAweek, Headwinds for OffshoreWind, more EU targets, Energy Traders, CATL, Rivian

Every Sunday, Laurent and Gerard debate last's week news in the Energy TransitionOn the menu:- CERAWeek. Oil is quiet on the Western Front- Headwinds for Offshore Wind- More EU plans and reforms (but some common sense)- CATL flying, Rivian sinking- Energy Traders are having the time of their lives
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Mar 5, 2023 • 8min

56. Tesla Master Plan 3, Lithium, Batteries, Energy Institute, Interconnectors, Hydrogen war

Every Sunday, Laurent and Gerard discuss last week's news in the Energy Transition. On the menu:- Tesla masterful Master Plan 3 – Wow!!!!- CATL starts a price war on Lithium- Gore Street goes west- Energy Institute takes over BP Statistical Review-UK greenlights seven new interconnectors-The Hydrogen War Sources:Tesla: https://www.youtube.com/watch?v=eIQ20RvhUhg&feature=youtu.beEnergy Institute: https://www.energyinst.org/exploring-energy/statistical-reviewHydrogen War: https://www.hydrogeninsight.com/policy/exclusive-hundreds-of-residents-vent-anger-over-entirely-pointless-hydrogen-heating-trial-during-hostile-public-meeting/2-1-1411845
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Feb 26, 2023 • 8min

55. Energy Storage and the generation gap, Ukraine war one year on, EDF is the new Eskom, Carbon at 100

Each Sunday, Gerard and Laurent review last week's news in the Energy Transition.On the menu:-Biggest Energy Storage Conference: power to the young generation and MODO-Ukraine war one year on, key lessons-EDF stays discreet after historic losses-Carbon at 100EUR/t
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Feb 19, 2023 • 7min

54. EU Green Hydrogen; Nat Bullard; Fossil Fuel subsidies; Brookfield; Exxon and Algae

Every Sunday, Gerard and Laurent debrief the Energy Transition news.On the menu:- What is green Hydrogen according to EU law?- Nat Bullard’s brilliant report- China overtakes Germany in car export- Fossil fuel subsidies- Brookfield, Enlight, Otovo, Tikehau, Goldman Sachs- Exxon and AlgaeLink to Nat Bullard's report on the Energy Transitionhttps://www.nathanielbullard.com/presentations
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Feb 12, 2023 • 10min

53. Happy Anniversary; From Russia with Oil ; profits, conspiracies and Molecules vs. Electrons

Every Sunday, Gerard and Laurent debrief the news in the Energy Transition.On the menu for this 1 year anniversary of the show:-From Russia with Oil-BigOil and the Energy Transition-Enel top of the league-Who blew up the Nordstream pipeline?-News about Nextracker, CATL, Redwood, Adani
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Feb 5, 2023 • 9min

52. Enough of ESG, IRA industrial dividends, Tesla's Jiu Jitsu move

This week, Laurent and Gerard were away. So rather than the news, they had a mini debate on three hot topics:- Gerard goes on an epic rant on ESG. E yes, SG regulate, and please split them- The Inflation Reduction Act brings huge industrial dividends to the US- Tesla’s Jiu Jitsu move: the EV price war
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Jan 29, 2023 • 7min

51. French baguette, Germany's bureaucracy, Eskom basket case

Gerard and Laurent debrief last week's news in the Energy TransitionThis week:-Save the French baguette-Security trumps bureaucracy: Germany frees itself from Russian gas-Eskom’s basket case-Blackout in Pakistan
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Jan 22, 2023 • 8min

50. (Not live from) Davos, Pennies on the Dollar, Agrisolar

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.This week (not live from Davos):- Pennies on the dollar (Volta, Arcimoto, Britishvolt)- Gerard impressed by Shell- Mega solar deal in Qatar- Agrisolar is booming
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Jan 15, 2023 • 9min

49. Wind records, China offshore titans, Hydrogen pipedreams, a French leader in batteries

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.This week:- The answer is blowing in the wind- Gigantic turbines in China- Crazy batteries plans- Hydrogen pipe dreams- SunCable collapses- French success in Australia (and it is not submarines)

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