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
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Redefining Energy - Tech, a channel of the award-winning Redefining Energy podcast, features deep and broad conversations between global decarbonization leaders and technologists and host Michael Barnard. His informed perspectives on energy, industry and transportation enable him to have intense conversations with brilliant and knowledgeable people. You’ll be informed, stimulated and amused.
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Monday Q Info's Ryan French dives deep into the world of underdog and untold stories in golf.
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“Summer has come and passed / The innocent can never last / Wake me up when September ends”. Like John Wick, Laurent thinks he is back. So we have a very energetic Minutes to start September. With Gerard, the co-hosts focus on one of the key trend of 2024 which they call “Batteries, the Great Consolidation”. A lot of great experts are helping shape…
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In Episode 34 of the podcast "Redefining Energy Tech" (part 2/2), host Michael Barnard engages with Professor Bent Flyvbjerg, author of "How Big Things Get Done," to delve into the intricacies and strategies of megaprojects, focusing particularly on the comparison between pumped hydro storage and battery systems. The conversation emphasizes the imp…
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How to decarbonise buildings? That’s an important topic because that sector accounts for 37% of all emissions, making it one of the three pillars of decarbonisation next to electricity generation and transportation. Progress has been mixed. If lighting is an incredible success, heating and cooling remain a complex proposition with certain countries…
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A special interview with one of the great minds of the Energy Transition. Dr. Doug Arent is the Executive Director of Strategic Public– Private Partnerships at the National Renewable Energy Laboratory in Golden, Colorado, U.S and Distinguished Fellow, World Economic Forum. He just published a book called “Our Renewable Energy Future: The Story of H…
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Michael Barnard talks with Professor Bent Flyvbjerg (part 1/2), a leading expert on megaprojects and author of "How Big Things Get Done." Flyvbjerg shares insights from his extensive research, revealing that a staggering 99.5% of projects fail to meet budget, timeline, and benefit expectations. He discusses the critical importance of analyzing succ…
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145. Clash of Titans (Barnard vs Martin) – Industrial Heat Redefined
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During Summer season, we bring you back the best of our sister show, Redefining Energy TECH, where host Michael Barnard invites Paul Martin for a very long and geekie conversation about innovative solutions for industrial heat. Two titans of our industry. Paul Martin, a seasoned chemical engineer, share his profound insights on the electrification …
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In episode 143, Gerard, Laurent and Michael have discussed the philosophy of Bill Gates when it comes to the Energy Transition, and the root causes of his flawed thesis. Let see now if this transpires in his main investment vehicle, Breakthrough Energy Ventures (BEV). Michael Barnard is quite blunt: “To be clear, Gates is still highly resistant to …
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Bill Gates is sucking a lot of oxygen in the Energy Transition. Is he a force for good, or a nuisance? What is his thesis and where does it come from? And is the thesis still valid in 2024 or obsolete? In this episode, we will not analyse Breakthrough Energy Ventures, his VC fund celebrating its 10th anniversary. That will be the topic of Episode 1…
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In our latest episode, Host Michael Barnard and Jan Rosenow, European director for RAP, delved into the multifaceted world of heat pumps and their critical role in the energy transition (part 2/2). Here’s a brief summary of the insightful discussion: We kicked off by exploring the terminology and rising popularity of heat pumps in the media, highli…
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This week, it is a solo by Gerard Reid. This is the audio of its remarkable presentation at EcoSummit Berlin in June 2024. The topic is “Batteries vs Hydrogen” Link to the YouTube https://www.youtube.com/watch?v=aAbr4byi414Από τον Laurent Segalen and Gerard Reid
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In our latest episode, host Michael Barnard has the pleasure of speaking with Jan Rosenow, who shared incredible insights into energy policy and the critical steps needed for decarbonization. Here’s a brief overview of the key takeaways: Jan, with his strong background in geosciences and energy policy, highlighted the pivotal role of energy in glob…
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Texas and California have witnessed a crazy growth in Solar and Batteries in recent years. In 2024 California has 24GW of Solar and 9GW of batteries on its grid; Texas has grown even faster with 31GW of Solar and 10GW of batteries. When it comes to the Energy Transition, you can make the following analogy: public policies are the land and financial…
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After a crazy Intersolar in Munich which welcomed more than 120,000 visitors, the pace of Solar deployment in Europe is going exponentially. Gerard and Laurent bring in Walburga Hemetsberger, CEO of Solar Power Europe, to discuss the development of Solar, and through the new report “Mission Solar 2040”, how we are on the cusp of a Flexibility Revol…
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Glencore’s CEO Gary Nagle has once described ESG as “some person in the basement in office number 27 engaged in a box-ticking exercise.” And a lot of fossil fuel companies – while being less explicit – share the same opinion on ESG… and have voiced their hostility indirectly through complicit media outlets. The ESG movement is facing a significant …
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In our latest podcast episode, host Michael Barnard and guest Paul Martin dove deep into innovative solutions for industrial heat. The conversation covered a wide range of topics, from the use of electrical and heat batteries to advancements in thermal storage, underscoring the potential benefits of storing energy as heat rather than relying solely…
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Golf Galaxy Employee Nick Bienz Drinks 3 Beers, Qualifies for Rocket Mortgage, and Jackson Suber Interview
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We discuss the best Monday Q story of the year and the epic 8-hole playoff from the Rocket Mortgage four-spotter. Ryan interviews Jackson Suber, who made the cut at the U.S. Open and finished 2nd at last week's Korn Ferry Tour event.Από τον Monday Q Info
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We bring in Nick Wayth, CEO of Energy Institute (EI), for the release of the 73rd Edition of the Statistical Review of World Energy. The Energy Institute Statistical Review of World Energy™ analyses data on world energy markets from the prior year. Previously produced by bp, the Review has been providing timely, comprehensive and objective data to …
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Mark Hubbard just made his 17th straight cut on the PGA Tour at the U.S. Open. He 17-for-17 this year with a T-4 at a Signature Event -- the only one he's been in the field for. Hubbard discusses his season and his frustrations with the changes to the PGA Tour's structure.Από τον Monday Q Info
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UK is at the nexus of the subsea interconnector’s new economy. Great Britain is connected to Continental Europe by 8 interconnectors representing up to 15% of its power consumption. Subsea cables are now a growing industry because of the benefits they bring to the grids, such as resiliency, capacity, lower prices, and renewable energy balancing. Al…
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In our latest podcast episode, Host Michael Barnard is thrilled to have Paul Martin. Paul, a seasoned chemical engineer, share his profound insights on the electrification of industrial heat processes. Here’s a brief summary of the conversation: The discussion kicked off with a critical analysis of the inefficiencies associated with using fire for …
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Ryan French and Mark Baldwin discuss dark horse qualifiers with a chance at the U.S. Open, Ryan tells his BMW Pro-Am stories and we're joined by Ryan Gerard, who won the BMW Pro-Am on the Korn Ferry Tour last week.Από τον Monday Q Info
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Laurent interviews Georgios Stassis, PPC’S CEO, during Eurelectric Power Summit 24. PPC, the Greek Utility, is a remarkable turnaround story: from a soviet-style dinosaur a few years ago, PPC has become a thriving forward-looking profitable modern Utility. With Georgios, we discuss the investment in renewables, the phase out of lignite, digitisatio…
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We break down each of the 10 sites played on the "longest day in golf" where nearly 700 players will compete for a spot in the U.S. Open at Pinehurst.Από τον Monday Q Info
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In April, we did Ep129 Minutes about China and announced the interview with a real expert. Here it is. With David Fishman, an American based in Shanghai, we dig deep into China’s Energy Transition. We try to reconcile the rise of renewables and the rise of coal use. We try to decipher what is decided locally and nationally. We investigate what is t…
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Qualifiers are in the hunt at the U.S. Women's Open. We talk about some of the players, the course setup in the first two rounds, and make our picks for the weekend.Από τον Monday Q Info
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Last week, Laurent was in Athens for the spectacular Eurelectric Summit (we will talk more about it in 2 weeks’ time, with a special Episode) meanwhile, we bring in our friend Jan-Michael Hess, organiser of the Berlin EcoSummit 4-5 June to discuss Clean Tech and his annual gathering of more than 100 Start-Ups and hundreds of investors. If you don’t…
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In this engaging podcast episode (part 2/2), Professor Amy Wagner Johnson shares the challenges and innovative strategies for coral reef restoration. She highlights the potential of artificial reef materials that support healthy growth without detrimental chemical leaching, and introduces cutting-edge methods like 3D printed structures, referred to…
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Ryan French makes no excuses and records the Monday Q Review for the KFT's Visit Knoxville Open under threat of tornado! Our special guest is a no show and we look at the first U.S. Open Sectional Qualifiers and talk about an entertaining Twitter bet.Από τον Monday Q Info
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"McKinsey, BCG and S&P Global Commodity Insights project electricity demand tied to data centers to increase at a CAGR of 15% through 2030." “Booming AI demand threatens global electricity supply (FT)”. Media and consultants have recently raised the alarm about the unquenchable energy thirst of AI and datacentres. Can we believe those predictions o…
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Ryan discusses caddying for Christina Kim at Liberty National GC in the Monday qualifier for the Mizuho Americas Open. He's on site covering the LPGA event this week.Από τον Monday Q Info
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We bring in the star of the week, Ember’s Dave Jones, to discuss the Global Electricity Review 2024, published last week. Main take aways (thank you Nat Bullard): Renewable sources (hydro, wind, solar, geothermal, biomass) are now 30% of global electricity supply. Solar generation increased 23% yoy; wind 10%. Fossil fuel generation increased 0.8%. …
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In this insightful episode of "Redefining Energy Tech" (part 1/2) Professor Amy Wagoner Johnson, a materials scientist from the University of Illinois Urbana-Champaign, delves into her groundbreaking work in coral reef restoration. Transitioning from her background in bone tissue engineering, Amy discusses how she applies similar principles to inno…
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We discuss the Monday Q for the Myrtle Beach Classic - a new opposite field event on the PGA Tour -- and are joined by Tim Widing, who just won back-to-back weeks on Korn Ferry Tour. This weekend's Epson Tour winner, Madison Young, describes what the milestone means to her.Από τον Monday Q Info
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Distribution grids are facing new challenges. On the one hand, they experience a growth of local demand, with EV charging, heat pumps and datacenters. On the other, they must accommodate with the fast deployment of decentralised energy such as rooftop solar and batteries. How to reconcile those challenges while maintaining grid stability? And how c…
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Ryan French and Mark Baldwin are joined by the co-medalist of the PGA Tour's CJ Cup Byron Nelson Open Monday Q, KK Limbhasut, to discuss his 9 under and the week ahead. We attempt to breakdown the results of the Monday Q but end up having too much fun. Winner of the Diner's Club Peru Open, Stuart Macdonald, describes the greatest golf week of his l…
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We hear conflicting messages regarding the status of the EV market. On the bright side, IEA predicts 17mEV to be sold this year, EV and Hybrids reach 50% market share in China for Q1, more than 500 EV models are currently on the market. On the dark side, Tesla and BYD deliveries were down in Q1_24, Tesla revenues were down 9% compared to Q1_23 and …
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In the second half of the discussion with Kevin Antcliff from XWing, the focus shifted to the transformative power of autonomy in aviation, exploring its broad applications, the hurdles it faces, and its potential to reshape industries like cargo delivery and aerial photography. The conversation illuminated the critical function of unmanned aerial …
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We discuss the earthshattering win streaks of Nelly Korda and Scottie Scheffler and are joined by Matt Atkins who successfully Monday qualified for this week's Korn Ferry Tour event, the Veritex Bank Championship.Από τον Monday Q Info
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Laurent and Gerard have a rapid overview of what’s going on regarding the Energy Transition in China and its political implication in the West. Record production of this, record production of that, overcapacity everywhere… We babble a lot, rant a bit, and conclude that we need to invite a real expert on the show.…
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Ryan gives us Masters reflections from his time on the Augusta ropes and we cover the Korn Ferry Tour and Americas Tour Monday qualifying results.Από τον Monday Q Info
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What is the value of green electrons? Hard to say. Depends where, depends when. What is sure is that, in view of recent regulations and corporate commitments, they must be tracked. From an annual basis, we are now moving to an hourly basis, under the thrust of corporate initiatives like the GhGProtocol, RE-100 and EnergyTag. Behind this movement, B…
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In a captivating episode of "Redefining Energy Tech," host Michael Barnard welcomed Kevin Antcliff, the head of product at X Wing, to discuss the transformative trends in the aviation industry. Kevin, who has an impressive background with a 13-year tenure at NASA, shared his journey from a childhood fascination with aerospace to leading product vis…
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Ryan French and Mark Baldwin are joined by Masters rookie, Adam Schenk, and Sungjae Im's caddie, Willy Wilcox.Από τον Monday Q Info
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127. Minutes: Live from Berlin – “Are Renewables still an Infrastructure Play” with Markus Wandt, CIO Aquila Capital
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This week, Gerard and Laurent have been invited to a private event organized by Aquila Capital in March 2024, during the Global Infrastructure Conference, where they debate with Markus Wandt, CIO Aquila if “Renewables are still an Infrastructure play?”Από τον Laurent Segalen and Gerard Reid
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Alex Welch works five days a week at his family's hardware store and Monday qualified into the PGA Tour's Valero Texas Open. Ryan French and Mark Baldwin tell Welch's story, discuss the qualifier, and are joined by Champions Tour and social media standout, Greg Chalmers. Mark discusses spending part of his Easter weekend with Phil Mickelson.…
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The main hindrance to the development of renewables is the connection queue. Basically, grid operators tell developers “Sorry guys, we’re full”. A recent study by RMI has proven that this is simply not true. Grid operators are either too conservative or not incentivized to take more load. Old solutions. Old thinking. Grid Enhancing Technologies (GE…
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In this insightful second episode, Roberta Cenni, the head of biofuels at the Maersk McKinney Mueller Center for Zero Carbon Shipping, delves into the potential of biofuels as a sustainable energy source for the shipping industry. With biodiesel currently being the only commercially available biofuel derived from fats, oils, and greases, she discus…
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Ryan French and Mark Baldwin are joined by Callum McNeill who just Monday qualified into the Houston Open. They share stories and results from this week's qualifiers from around the world of golf.Από τον Monday Q Info
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This week, Gerard and Laurent talk about the 3 big energy gatherings that happened this week. Houston (CERAweek), Bilbao (WindEurope) and Berlin (Global Infrastructure Summit). Laurent and Gerard were in Berlin and report what they saw and heard. In a simple sentence à la John Wick “Yes, I think I’m back”…
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After 12 years as a pro, Evan Harmeling successfully Monday qualified for his first PGA Tour event at the Puerto Rico Open and finished in the top 10. The end of the tournament was wild and both Harmeling and his caddie join Ryan French to give a play-by-play of the events that earned Harmeling a spot in the following PGA Tour event, the Valspar Ch…
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