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
Jun 5, 2022 • 9min
18. ESG loses, Home batteries, China’s 14th plan, Rimac
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:- Zoom vs ExxonMobil – ESG loses- Home batteries in Germany- The sun rises in Australia- 14th Plan in China: all electrons- Kudos to Rimac – luxury EV manufacturer
May 29, 2022 • 8min
17. Expensive fossil fuels, Windfall taxes, Siemens
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:- Crazy expensive gasoline and diesel- Windfall taxes and government interventions- Siemens Energy pays a lot to buy out Siemens Gamesa’s minorities- More interconnectors
May 22, 2022 • 8min
16. Repower EU, ESG 👎🏻 , EDF meltdown, KKR big acquisition
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:- RePower Europe is really about Hydrogen- ESG & Tesla: “Extra Stupid Garbage”- EDF endless meltdown- KKR 2bnUSD acquisition of Contour Global
May 15, 2022 • 7min
15. Party 🎉 at Intersolar, Russian gas train wreck, flaring scandal
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:-Gerard and Laurent go to Intersolar, Munich. Party!- Russian gas trainwreck continues and the German government is on the hook- The endless scandal of gas flaring- Blackrock does a 180 on ESG
May 8, 2022 • 9min
14. Wind industry in pain, Stanford donation, Shell in India
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:- Ocean of pains in the Wind industry- Laurent bursts into Flame- 1bnUSD donation to Stanford for climate- Shell invests big in India's solar- Russian Oil ban? What Russian Oil ban?
May 2, 2022 • 7min
13. Russia cuts gas to Poland and Bulgarian(who’s next?), Amazon PPA program, Record closing for Gemini
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:- Russia cuts gas to Poland and Bulgaria- Amazon PPA program- Financial close at 2USDbn solar+storage Gemini- Record heatwave in India, PakistanLiz Truss, UK Foreign Minister speech 28/4/22https://youtu.be/L4twtS4MpEw“We recognise that growth from cheap gas and money syphoned from kleptocracies is growth built on sand. It’s not the same as real, sustained growth from higher productivity and greater innovation.”
Apr 25, 2022 • 6min
12. US Natgas up, Battery hyper growth, Solar curtailments
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:- US NatGas goes through the roof (but still 4x cheaper than in Europe)- US battery sector in hypergrowth mode- Tesla’s margins. Wow!- First curtailments for Solar in Spain
Apr 19, 2022 • 8min
11. China leader in Renewables (and Coal), Germany Mike Tyson or George’s Patton?, low hydro levels
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:- China's staggering growth in renewables (and coal)- Can India catch up with China?- Germany new Energy plan: Georges Patton or Mike Tyson?- Scarily low hydro levels
Apr 11, 2022 • 7min
10. Gerard in 🇺🇸, Portugal Solar Auction negative, Direct Air Capture
Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news.This week:- Gerard goes to America and returns upbeat- Portugal floating solar auction goes negative- Mitsui deploys development capital around the world- A major investment in Direct Air Capture- GigaTexas opens. Tesla rules!
Apr 4, 2022 • 7min
9. Biden brings a knife to a gunfight, Ember Report on Electricity, Orsted
Gerard and Laurent talk weekly about their main take aways in the Energy Transition news.This week:- Oil/Metals – the Biden Administration brings a knife to a gunfight- China suffers from high international Energy prices- Ember Report on Global Electricity: beyond the headlines- Orsted farms out 50% of Hornsea 2 offshore wind
