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Transcripts for Redefining Energy

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.

Description from the show’s public podcast feed.

Recent episodes

Latest episodes from the show’s RSS feed. Pick one to open Podskrift with that episode ready.

254. GW-scale batteries: the battle of Britain - Nov26
2026-11-09 · 27 min
Battery Energy Storage Systems (BESS) were traditionally developed as portfolios of relatively small, MW-scale projects, reflecting the experience of renewable energy funds rooted in solar and wind. B...
253. Carbon vs Electrons: The Great Schism? - Nov26
2026-11-02 · 30 min
For almost two decades, the environmental movement has repeatedly announced the demise of fossil fuels. The headlines have been dramatic, but the results have been less convincing. As COP31 is ...
252. Lazard, LCOE and the real cost of power - Oct26
2026-10-26 · 29 min
Founded in 1848, Lazard is one of the world’s most prestigious investment banks. But in energy, its influence goes well beyond Wall Street. For twenty years, Lazard’s Levelized Cost of Energy (LCOE) r...
251. Fission Impossible: the SMR Gamble - Oct26
2026-10-19 · 36 min
Last year, the nuclear industry experienced something close to a gold rush. SMRs — Small Modular Reactors — became the hottest story in energy. Private capital poured in, valuations exploded, and the ...
250. Inside the US Datacenter exuberant buildout - Oct26
2026-10-12 · 28 min
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 ...
249. World’s largest VPP - Oct26
2026-10-05 · 30 min
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 di...
248. Remembering Joe Romm (1960-2026): Clearing the Air on Climate Solutions - Sep26
2026-09-28 · 56 min
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 Efficienc...
247. AI powered EMS behind the meter - Sep26
2026-09-21 · 30 min
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 l...
246. From Excel Sheets to AI: the new way for Corporates to procure and report Energy - Sep26
2026-09-14 · 31 min
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. <br /...
245. BESS: Who is making money? - Sep26
2026-09-07 · 35 min
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 ...

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