『Redefining Energy』のカバーアート

Redefining Energy

Redefining Energy

著者： Laurent Segalen and Gerard Reid
無料で聴く

このコンテンツについて

 Two investment bankers weekly explore how tech, finance, markets and regulations are radically redefining the world of energy: Renewable Energy, Electric Cars, Hydrogen, Battery Storage, Digitisation...
Your co-hosts: from Berlin, Gerard Reid and from London, Laurent Segalen.
Our LinkedIn page: https://www.linkedin.com/company/redefining-energy/
X handle: @Redef_EnergyLaurent Segalen and Gerard Reid 経済学
エピソード
  • 182. Broken grids and Datacenters load growth - Jun25

    182. Broken grids and Datacenters load growth - Jun25
    2025/06/09
    We have recently witnessed spectacular black outs: South Australia 2016, Texas Uri 2021, California 2020-21-25 and Iberia 2025. We are not even mentioning fragile grids in the Global South. We will do an episode on those blackouts later this year.

    The U.S. electrical grid, now over a century old, struggles to meet modern demands. Utilities are slow to adapt, and supply chains are congested, posing challenges for accommodating new load developments like datacenters and AI while ensuring reliable, affordable power for existing customers.

    Jereme Kent, an engineer with practical expertise, is tackling these issues head-on. As the leader of One Power (an Ohio-based industrial power company) Kent champions customer-centric, decarbonized power grids. One Power delivers innovative, renewable-focused energy solutions, empowering industrial clients to manage costs and emissions through on-site wind power, EV charging hubs, and other advanced infrastructure. This approach challenges the outdated utility model, embodying a "Utility 2.0" vision.

    A key innovation lies in transformer design: shifting from bespoke to modular, standardized systems to enhance efficiency and scalability. Kent also highlights the advantages of renewable energy, noting that power purchase agreements (PPAs) for renewables can extend up to 20 years, compared to just three years for gas. Additionally, small behind-the-meter batteries play a critical role in stabilizing energy supply and optimizing costs.

    Digital tools and software are another focus, where Kent offers unexpected insights, emphasizing practical, streamlined solutions over complex systems. He points to SMUD, a progressive utility in Sacramento, California, as a model for grid management. SMUD’s forward-thinking strategies have yielded impressive results, setting a benchmark for others to follow.

    In the realm of transformer technology, Kent advocates for "dumb simplicity," inspired by the German motto “Stumpf ist Trumpf” (simple is best). Surprisingly, he notes that animal interference, such as birds, is a leading cause of transformer failures, underscoring the need for robust, straightforward designs.

    To borrow from the Rolling Stones, “You can’t always get what you want, but you might just get what you need.” Kent’s pragmatic innovations are paving the way for a resilient, sustainable energy future.

    We thank Abloco Energy, premier European lessor of mobile batteries, for supporting the show.
    続きを読む 一部表示
    32 分
  • 181. “Hot Air” from Tony Blair - May25

    181. “Hot Air” from Tony Blair - May25
    2025/05/26
    The Tony Blair Institute for Global Change (TBI) recently released a widely publicized report titled “The Climate Paradox”, which has garnered significant positive attention from outlets such as the Guardian, the BBC, the Financial Times, Bloomberg, and much of the European press.

    Beginning with the statement, “Climate action has reached an impasse,” the report, authored by Lindy Fursman (who holds a PhD in Sociology from UC Berkeley), outlines several key “facts” that have been effectively debunked by experts like Michael Liebreich in his Substack and Michael Barnard in Cleantechnica.

    The TBI concludes with a series of recommendations, the most prominent being the call to “accelerate and scale technologies that capture carbon, alongside significant investments in engineered carbon-dioxide removal technologies, including direct air capture (DAC) solutions”. To emphasize this message, the cover of TBI’s report features an image of Climeworks’ plant in Iceland. Climeworks, a Swiss engineering company with 500 employees, has received $800 million in equity and subsidies from major players such as Partners Group, the GIC (Singapore’s sovereign wealth fund), Baillie Gifford (an early investor in Tesla), Swiss Re, and Microsoft.

    However, last week, Climeworks faced a major setback when it was revealed that despite receiving substantial funding, the company had only captured 105 tonnes of CO2—not 105,000, but just 105 tonnes (less than a single flight London – New York) —despite the strong backing of tech giants like Stripe, Microsoft and Shopify.

    This revelation has sparked widespread concern and warranted a prompt discussion with Laurent Segalen, Gerard Reid and Michael Barnard to assess the implications. The conversation will explore the credibility of the TBI’s stance on energy, the broader potential of DAC, and whether this technology is, in fact, a case of "Deception, Amateurism, and Con."

    Links:
    Michael Liebreich substack:
    https://mliebreich.substack.com/p/why-tony-blair-needs-to-reset-his
    Michael Barnard Cleantechnica
    https://cleantechnica.com/2025/05/05/tony-blairs-new-climate-reset-report-promotes-delay-not-action/
    https://cleantechnica.com/2025/05/15/climeworks-dac-fiscal-collapse-the-brutal-reality-of-pulling-carbon-from-the-sky/
    続きを読む 一部表示
    20 分
  • 180. The KKR Energy formula - May25

    180. The KKR Energy formula - May25
    2025/05/19
    KKR is a Private Equity giant whose involvement in the Energy/Infrastructure sector has grown bigger over the decades. Energy/Infrastructure investments now represents approx 10% of their global Asset under Management of c.700bnUSD.

    KKR’s approach combines several strategies which are developed in different vehicles from run of the mill yield funds to more risky platforms. Since the beginning of the decade, KKR has invested billions in the acquisitions of assets in the sector (Zenobe, Avantus, Albioma, Contour Global, Actis, Ignis, SMS, Acciona, Encavis, EGC, Eni biofuels) plus a special agreement to develop AI with ECP.

    Laurent and Gerard have the pleasure and privilege to invite Emmanuel Lagarrigue, Partner and co-head of Global Climate at KKR, who co-runs this global effort. Prior joining KKR in 2022, Emmanuel had a 27 years stellar career at Schneider Electric where he ended up leading the Group Strategy. Under his tenure, Schneider Electric’s shares grew tenfold.

    What is KKR’s strategy, how can it provide returns in this volatile environment, how to foster synergies inside its portfolio, where are the next big trends they are looking at? Emmanuel also discusses how private markets and public markets differ when it comes to asset valuations, how to deal with volatility, how much energy growth will be triggered by datacenters and finally what he thinks about Hydrogen and ”Green Premiums”.

    A ”tour de force” from one of the most prominent Energy investor on the planet.
    続きを読む 一部表示
    27 分

Redefining Energyに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。