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
Jan 8, 2023 • 8min
48. Gas & Solar prices crater, Energiewende on steroids, crazy deal activity
Evey Sunday, Laurent and Gerard discuss the news in the Energy Transition. This week:- Solar and Gas prices crater- Germany survives 2022 with the Energiewende on steroids- Crazy number of deals closed at the end of 2022- Best performing commodity of the year will surprise you
Dec 25, 2022 • 8min
47. 2022: A year in review (2/2)
Gerard and Laurent present their review of 2022 (2/2)- Incredible IRA- Power to the people- China’s leadership- Schadenfreude for meltdowns (ESG, Crypto, SPACs)- Book of the Year: VOLT RUSH
Dec 18, 2022 • 8min
46. 2022: A year in review (1/2)
Gerard and Laurent present their review of 2022 (1/2)- Year of volatility- Year of winners and losers- Year of sanctions- Year of government interventionsSecond part next week
Dec 11, 2022 • 8min
45. Wind laughs in America and Asia, cries in Europe; new lithium mine in Brazil; Data centers in danger
Every Sunday, Gerard and Laurent discuss the recent events in the Energy Transition- A new Coal mine in the UK- Lots of M&A in Australia- First floating offshore wind auction in California- In Europe, the wind industry is becoming the whinging industry- New lithium mine in Brazil- Amber alert in Ireland’s data centers
Dec 4, 2022 • 8min
44. Dunkelflaute, Oil Caps, EU and IRA, Quebec, Biogas
Every Sunday, Laurent and Gerard discuss the Energy Transition:- A Dunkelflaute and its consequences- Price caps?- EU reacts to the US Inflation Reduction Act. Airbus of the Energy Transition or flight to Quebec?- Biogas is the hottest sector
Nov 27, 2022 • 6min
43. Batteries, Australia, Green Certificates
Every Sunday, Gerard and Laurent discuss last week's news in the #energytransition. This week:- The financing of investment in the Energy Stationary Storage is simply exceptional (US, UK, Australia, India)- It’s “Game Over” for coal in Australia- Price of Green Certificates goes ballistic
Nov 20, 2022 • 8min
42. COP27: good/bad/ugly, Rimac, Crypto
Each Sunday, Gerard and Laurent discuss last week's news in the Energy Transition. On the menu:- COP27: the Good, the Bad and the Ugly- The Rimac Nevera breaks speed records- The downfall of FTX and Crypto is good for the Planet
Nov 13, 2022 • 7min
41. Solar parking lots, Nuclear, Winners & Losers of the Energy Transition
Each Sunday, Laurent and Gerard debrief last week's news in the Energy transition:- Good news from France (renewables payback, solar parking lots)- Bad news from France (Nuclear, as always)- Winners and losers of the Energy Transition- COP27 first week round up
Nov 6, 2022 • 9min
40. Poland goes Nuclear, Biomethane gets huge, BigOil excess cash
Gerard and Laurent debrief last week's news in the Energy Transition- Poland goes Nuclear (and Central Europe will follow)- What is BigOil doing with its cash?- Huge investments in Biomethane - “Are you going to COP?”
Oct 30, 2022 • 7min
39. Equinor above Exxon, China offshore wind
Every Sunday, Gerard and Laurent review last week's news:- Are we back to normality?- Equinor’s quarterly are higher than Exxon’s and Gerard is not happy.- A new offshore wind farm in China, bigger than the North Sea. Wow- And Tesla’s results never cease to marvel us
