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
Latest episodes
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29 min
252. Lazard, LCOE and the real cost of power - Oct26
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 Cos…
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36 min
251. Fission Impossible: the SMR Gamble - Oct26
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, valuation…
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28 min
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…
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30 min
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 de…
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56 min
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 Ene…
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30 min
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…
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31 min
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 a…
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35 min
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…
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31 min
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…
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21 min
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…
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42 min
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…
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34 min
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 bro…
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30 min
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…
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26 min
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…
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36 min
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…
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31 min
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…
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26 min
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 lea…
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32 min
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…
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27 min
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-rangi…
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29 min
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 institu…