PODCAST · business
Redefining Energy
by Laurent Segalen and Gerard Reid
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_Energy
Episodes
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250. Inside the US Datacenter exuberant buildout - Oct26
The current datacenter buildout is the biggest GDP bet in America since the railroads 150 years ago. We have never seen a frenzy quite like this. The system is running on overdrive—and the cracks are starting to show. While Anthropic and OpenAI announce dizzying financing numbers, measured in the...
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249. World’s largest VPP - Oct26
The global market for Virtual Power Plants is assessed around 100GW (+/- 20GW). It is a 7bnUSD expected to grow at a CAGR above 20% in the next 5 years to reach 40bnUSD within a decade. VPP are a digitally coordinated flexible network of distributed resources: cheaper than central stations. They...
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248. Remembering Joe Romm (1960-2026): Clearing the Air on Climate Solutions - Sep26
Joseph J. Romm (1960–2026) was an MIT-trained physicist who became one of the most prominent voices in the U.S. climate movement after serving as Acting Assistant Secretary for Energy Efficiency and Renewable Energy at the U.S. Department of Energy in the 1990s. He founded the Climate Progress...
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247. AI powered EMS behind the meter - Sep26
In our series: How AI is revolutionising Energy, Laurent and Gerard dive deep into the intricate corner of Energy Management system for large industrial clusters. You would believe that legacy providers such as Siemens, Schneider Electric or Hitachi would provide such solutions. They are not....
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246. From Excel Sheets to AI: the new way for Corporates to procure and report Energy - Sep26
There is simply too much greenwashing happening. Environmental reporting has become a meaningless bureaucracy feeding a fictional reality through glossy reports that nobody reads anymore. But things are changing; the impact of climate change (heatwaves, floods) is hitting back at governments…
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245. BESS: Who is making money? - Sep26
Where Are BESS Making Money? Gerard and Laurent had the pleasure of welcoming Ed Porter Director Europe at Modo Energy for an insightful discussion on battery profitability and the evolving economics of Battery Energy Storage Systems (BESS). Modo Energy is a fast-growing data analytics and market...
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244. AI Transforming Distribution Grids - Aug26
There is no shortage of discussion about the role of AI in the energy transition. Yet while many talk about the future of intelligent grids, only a handful of industry leaders are delivering solutions at scale. One of them is Alberto Méndez Rebollo—an executive, investor, and entrepreneur…
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243. From EVs to BESS: Why capital is flowing to batteries - Aug26
Recorded at the SolarPower Summit in Brussels this conversation between Laurent Segalen and Jonathan Gifford examines why batteries have become one of the fastest growing and most strategically important technologies shaping the global energy transition. Jonathan Gifford is the co-founder of...
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242. HVDC & the Grid of the future - Michael Barnard - Aug26
Michael Barnard welcomes Cornelis Plet, CTO of Grid Systems Integration at GE Vernova, about the technologies reshaping modern power systems and the practical realities of building an electrified future. High-voltage direct current (HVDC) transmission, once a specialist solution for narrow use...
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241. The Great Oxford Debate: “Energy and Aristotle" - Aug26
In March 2026, Laurent was invited by Jan Rosenow at Oriel College, Oxford, for a public debate on the energy transition. Held in the College's historic library, the discussion brought together contrasting perspectives on one of today's defining challenges. Jan Rosenow, Professor of Energy and...
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240. The CHINT Blueprint, or the Chinese Solar revolution from the inside - Aug26
During Intersolar (The Smart E), Gerard sat down with Dr Chuan Lu, CEO Astronergy and Director of Chint Group to discuss, from the inside the Chinese Solar revolution. 2026 was Dr Lu and Chint 15th participation to that massive European Exhibit that epitomise the growth of renewables. 18 halls…
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239. Space PPAs for satellites - Jul26
Laurent and Gerard set out to explore one of the biggest ideas emerging alongside the excitement around the SpaceX IPO: datacenters in space. To refuel those satellites emerged the concept of an orbital grid where beams are directed to provide electricity to space crafts, like a gas station in...
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238. Revealed: CIP’s Playbook (Live from DLA Piper) - Jul26
In June 2026, Gerard and Laurent recorded a live episode at DLA Piper’s Charging Up Capital 2026 Global Energy and Digital Investments Forum with Rowan Parkhouse, Managing Director at Copenhagen Infrastructure Partners (CIP). CIP has emerged as one of the world's leading specialist energy...
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237. Datacenters: "Let’s get Physical" with Quinbrook - Jul26
Gerard and Laurent first welcomed David Scaysbrook to the podcast in Episode 66, back in January 2022, for a conversation about the future of 24/7 power. Four years later, it felt like the right moment to reconnect and take stock of how profoundly the market has evolved. Since then, Quinbrook...
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236. The Bankability of Energy Storage (Solar Power Summit) - Jul26
In May 2026, our co-host Laurent Segalen had the privilege of chairing a high-profile panel hosted by SolarPower Europe at its annual Solar Power Summit in Brussels, one of the leading gatherings for the European solar and energy storage sectors. In this episode, we bring you highlights from the...
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235. European Sovereign Neocloud - Jun26
Gerard and Laurent welcome Michel Boutouil, co-founder and CEO of Polarise, a leading European AI infrastructure provider and NVIDIA Cloud Partner based in Berlin. After discussing about what happens outside of a datacenter, it is time to dive inside one. Polarise is one of the few genuinely...
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234. Engie, the remarkable turn around (live from Eurelectric Power Summit) - Jun26
At the Eurelectric Power Summit 2026 in Helsinki, Laurent had the opportunity to sit down with Catherine MacGregor, CEO of ENGIE and Vice President of Eurelectric, for a wide-ranging discussion on the key issues shaping Europe's energy future. We began with the themes at the heart of…
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233. To predict the future, “In BNEF we Trust” - Jun26
The International Energy Agency (IEA) and the International Renewable Energy Agency (IRENA) have made significant progress in recent years. Yet they remain largely top-down institutions shaped by policy priorities. When trillions of dollars in investment decisions are at stake, investors and...
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232. GB’s NESO: the “cool” operator - Jun26
Gerard and Laurent have the pleasure of welcoming Fintan Slye, CEO of NESO — Great Britain’s National Energy System Operator. In a lively and wide-ranging discussion, we explored NESO’s governance and its critical role across the British energy system: from real-time system operation — balancing...
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231. Car Wars: China vs. the West - Jun26
The global auto industry is splitting into two very different worlds — what legendary auto expert Michael Dunne calls “a tale of two countries.” Dunne, CEO of Dunne Insights LLC, has spent decades at the centre of the industry, including leadership roles as President of General Motors Indonesia…
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230. The growing complexity of battery fleet management - May26
The BESS market is growing at a phenomenal pace. You would think battery management is becoming easier. The reality? It is becoming increasingly complex. Between data risks, a growing number of suppliers, vertically disintegrated component chains, and constantly evolving software stacks…
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229. Climate Tech reinvented: from green molecules to green electrons - May26
Where is Climate Tech heading? Certainly not dead — but constantly reinventing itself. So much so that you begin to wonder whether the label itself has outlived its original meaning. Laurent and Gerard welcome Kim Zou, co-founder and CEO of Sightline Climate, the data and research platform…
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228. Decentralizing Power: The Rise of Behind-the-Meter Energy - May26
The power system is aging and poorly equipped to handle the rapid, large-scale shift toward renewables. According to Philipp Schröder, CEO of 1KOMMA5°, the real solutions lie “behind the meter.” Gerard and Laurent sit down with Schröder to unpack what it will take to unlock the so-called “Behind...
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227. Wind + Grids = Energy Security - May26
Gerard and Laurent welcome Tinne Van der Straeten, CEO of WindEurope—the leading voice of the wind industry in Europe, representing more than 600 members across the entire value chain. Tinne brings a distinctive perspective to the discussion. As Belgium’s Minister for Energy during the 2022…
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226. Energy trends and shocks: from “range anxiety” to “pump anxiety” - Apr26
Ember released its 2026 Global Electricity Review (GER26) last week—an extraordinary report showing that 100% of new global electricity generation has been met by renewables. At the same time, the decade’s “twin energy shocks” (Russia in 2022 and Hormuz in 2026) are accelerating existing trends....
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225. US Utilities vs Hyperscalers - Apr26
In episode 219, we analysed the relationship between hyperscalers and US utilities from the hyperscaler perspective. To complete the picture, we revisit the debate from the utility’s point of view. Gerard and Laurent welcome Rajiv Bazaj, VP of Solutions Sales at Constellation, to understand how...
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224. From Wind farms (yield) to Datacenters (growth) - Apr26
Laurent and Gerard sit down with Paul O’Donnell, Partner at SchrodersGreencoat, a fund manager that has invested more than €13 billion and controls over 400 renewable energy assets across Europe, the Americas, and Asia. Paul has spent 17 years at Greencoat and became Partner in 2022, following...
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223. Solar + Storage: The Economic Core of the Future Grid - Apr26
Gerard is invited by Ana Conde from PVcase to make the case for solar paired with storage as the economic foundation of the future energy system. We are in the midst of a technological revolution driven by electrification and AI. But building the energy system that can power this shift requires...
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222. Understanding Energy and Technology in China - Mar26
Laurent and Gerard speak with Dr. Michal Meidan, Head of China Energy Research at the China Energy Research Programme at the Oxford Institute for Energy Studies, about the profound transformation reshaping China’s energy system. At the heart of the discussion is the country’s pivot from…
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221. LNG – Hormuz – “Apocalypse Now” - Mar26
Gerard and Laurent host Ira Joseph, a leading expert on gas and LNG markets at the Columbia Center on Global Energy, to explore how the Middle East conflict is reshaping the industry. In normal times, LNG supply is led by Qatar, the U.S., and Australia, with prices anchored to benchmarks like…
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220. Deal Trends for M&A and Energy Financing - Mar26
Six years after her last appearance on the podcast (Episode 28, 15 June 2020), Natasha Luther-Jones returns to join Laurent and Gerard for a lively catch-up on how both her career and the energy sector have evolved. What began with her being dubbed the “Queen of PPA” has expanded into a far…
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219. Hyperscalers vs US Utilities - Mar26
While Gerard is fixing his knee, Laurent invites Chris Seiple, Vice Chairman of WoodMac Power & Renewables group, to try to make sense of the scale of the coming power demand surge and the strain it is placing on today’s US market structures. AI-driven datacenter growth is pushing the US power...
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218. Climate Tech Battle Royale (Shayle Kann vs. Gerard Reid) - Mar26
Last month, Gerard Reid joined Shayle Kann, Managing Partner at Energy Impact Partners, for a world class and fast-moving conversation on the state and future of Climate Tech. The discussion was organised by Carbon Equity and led by its co-founder Liza Rubinstein Malamud. Originally it featured a...
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217. Lithium, Copper, Silver and other metals go ballistic - Feb26
Lithium has doubled in three months. Copper is printing record highs. Silver went vertical—then collapsed. The move was fast. The reversals were faster. Volatility isn’t elevated. It’s systemic. But this isn’t just another commodity cycle. These metals sit at the core of the energy transition....
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216. Clean Energy Equities Market: "Dancing While the Music Plays" - Feb26
Clean Energy equities have comfortably outperformed the major indices in 2025. Laurent and Gerard are joined by friend of the show Shanu Mathew, an equity portfolio manager everyone in the sector knows to unpack what’s really driving this performance. We begin by putting recent returns into a...
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215. PPAs, FPAs, IPPs, Flex and Capture rates: new paradigms - Feb26
Luca Pedretti, Co-Founder, Pexapark, returns to discuss how volatility, market design, and new contract structures are transforming power markets and renewable economics. What begins with PPA pricing quickly evolves into a broader conversation about where value is now created in the clean energy...
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214. Grid Resilience: hot risks, cold solutions - Feb26
Resilience is the buzzword of the moment—from Gerard’s personal resilience on display in Davos last week to the critical issue of grid resilience. The great Doug Houseman draws a useful distinction between reliability and resilience. “Reliability is about how well you keep the lights on, while...
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213. Big Funds, Bigger Bets: Inside Infrastructure’s Power Shift - Jan26
The infrastructure fund industry has become one of the most powerful engines behind the rise of renewables and datacenters. With Zak Bentley, Americas Editor, Infrastructure Investor (part of the PEI Group), Laurent and Gerard cut through the noise to deliver a clear-eyed view of where the...
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212. Heat Pumps rise again - Jan26
Heat pumps sit at the heart of Europe’s strategy to cut emissions and reduce dependence on imported gas. Under the EU’s REPowerEU plan, the bloc is targeting 60 million heat pumps by 2030. By the end of 2025, almost 30 million units were already installed — progress, but still only halfway to the...
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211. The last Mile revolution: turning Distribution Networks into Flexibility Powerhouses - Jan26
Laurent and Gerard sit down with Jo-Jo Hubbard, CEO of Electron, to explore why the centre of gravity in the energy transition is shifting decisively toward the distribution grid. Jo-Jo explains why the “last mile” is becoming the true engine of system flexibility, how demand at the edge must...
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210. Our Predictions for 2026
Happy New Year energy nerds As tradition demands (and lawyers insist), the first episode of the year is the annual ritual where Gerard, Laurent, and Michael boldly predict the future of the energy transition… and then publicly roast themselves for last year’s bad calls. Before unleashing our 2026...
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209. Deals, Scandals and other memorable moments of 2025
For our final episode of the year, Laurent jumped onto the Wolfe Power podcast, where he and host Alex Wolfe took a no-nonsense tour through the big energy moments that shaped 2025. Deals of the Year: The spectacular offshore wind meltdown in the US — Orsted’s year of pain — contrasted with the...
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208. AI vs. Energy: the cost of speed - dec25
Will artificial intelligence reshape the power grid, or will the inertia and complexity of today’s infrastructure slow progress—or even redefine how large language models, chips, and datacenters are designed and located? To meet the exponential rise in energy demand, parts of the industry have...
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207. E-Mobility and V-2-X - dec25
Gerard is on stage with Adele Zhao - Trina Solar and Thomas Raffeiner- The Mobility House at the Smarter E Conference. In a conversation hosted by Jonathan Gifford, they discuss about the future for the intersection of e-mobility and renewable energy. The conversation has been released as an...
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206. Renewables Repriced: Hedge Funds and Algo power trading - dec25
For much of the past two decades, renewable energy investment was viewed as a core infrastructure play—favoured by funds and long-term capital seeking predictable, government-backed cash flows. Yet the gradual phase-out of subsidies and the increasing exposure of renewables to wholesale power…
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205. Elexon: The Hidden Engine of Britain’s Power Market - nov25
Running a power market isn’t just about generating electricity—it’s about making sure every kilowatt is accounted for. Someone has to calculate who owes what, make sure the rules are fair, and keep the system balanced in real time. Think of it as being an accountant, a banker, and a referee—all...
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204. Live from COP30 – WTFFF and Other Tales from the Amazon
Laurent sits down with Bruce Douglas, CEO of the Global Renewable Alliance, for a live conversation from COP30 in Belém, Brazil. They explore how COP30 is structured, the role of the Global Renewable Alliance, and the dynamics among participants. The 800-pound gorilla in the room—the United...
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203. Peak Solar - nov25
Solar energy has experienced explosive growth over the past five years — doubling in capacity outside of China and quadrupling within China. But with this rapid expansion come new concerns: Are we scaling too quickly? And is the proliferation of solar now starting to strain power grids, creating...
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202. The US Power Industry Mismatch: Large Load Growth vs. Investment Capital - Nov25
Laurent and Gerard have an explosive conversation with Bryan Long, Executive Director in JPMorgan’s Commodities Group. They explore why U.S. energy market signals are failing to support new capacity investments, despite soaring demand (especially from datacenters). Key issues include misaligned...
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201. Battery Boom or Policy Bust? The Big EV Divergence - Oct25
We are in the middle of a battery boom, for EVs and even more for BESS. What's really happening in the electric vehicle (EV) market? Is China dominating the field, or are serious alternatives emerging? What roles are Europe, the U.S., and other global regions playing? Which chemistries are…
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ABOUT THIS SHOW
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_Energy
HOSTED BY
Laurent Segalen and Gerard Reid
CATEGORIES
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Frequently Asked Questions
How many episodes does Redefining Energy have?
Redefining Energy currently has 208 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Redefining Energy about?
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:...
How often does Redefining Energy release new episodes?
Redefining Energy publishes regularly with 208 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Redefining Energy?
You can listen to Redefining Energy on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Redefining Energy?
Redefining Energy is created and hosted by Laurent Segalen and Gerard Reid.
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