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29 minutes | 12 days ago
38. The EV Battery race: gigafactories, supply chains and chemistry - nov20
The EV Battery race is in full swing: competition for scale, building of international supply chains and the search for the best chemistry. After the spectacular Tesla Battery Day where a path to a 50% reduction in batteries costs has been plotted, Redefining Energy tries to assess Tesla’s technological advances versus its competitors: Years or just months? And what is the competition working on? There is no better guest than Roland Zenn, Supply Chain Manager at Farasis, to provide a technical inside-view on the state-of-the art of Batteries production. Farasis is one of the challengers in the EV battery race, with a partnership with Daimler. Are we on the path to standardization or specialization? How can we continue to reduce prices while ensuring a staggering growth in volume? What are the breakthroughs around the corner? All those themes and much more in this new Episode of the Redefining Energy podcast, to reach an answer to one of the key question of 2020: can the Auto Industry catch up on Tesla?A great thanks to Simon Moores and Vivas Kumar from Benchmark Mineral Intelligence, George Heppel from CRUGroup, Joe Lowry aka “Mr Lithium”, Howard Klein and Rodney Hooper from RK Equity and Jack Bedder from Roskill for their insights. They are the real experts!
24 minutes | a month ago
37. Energy Transition in Spain (with Iberdola) - nov20
Spain is a country blessed with natural clean resources, water, wind and sun, but also prong to boom and busts when it comes to the Energy Transition. Thankfully, Spain’s Energy Transition is also managed by no non-sense very competent professionals. It is our pleasure to welcome Agustin Delgado, CTO of Spanish giant Iberdrola, a company more valuable than RWE and E.ON combined. With Agustin, we will review Spain’s plan to massively decarbonise, and use mostly market forces and proven technologies to achieve this goal. Running a clean grid at 70% is within reach, thanks to a savvy combination of Solar, Wind and Pumped Hydro, while Battery Storage and CCGT will be used to balance the market. This will allow the retirement of coal and nuclear while electrifying transport and buildings. A great vision, but a pragmatic and totally doable. Spain is definitely back as a Clean Energy champion, and Iberdrola leads the charge.------------------Finally, we want to thank all our listeners. More than 75,000 downloads, Close to 100 5* reviews on Itunes. Gerard and Laurent wish you, fellows of the Energy Transition, a happy Anniversary!
27 minutes | a month ago
36. Digital Revolution in Transmission (with Smart Wires) - oct20
Modernising and expanding the Transmission networks is one the least publicised but critical way to facilitate a faster introduction and smoother management of renewable energy. Grid operators have been portrayed as very conservative and risk adverse. Incentives structures are rarely there to promote innovation. But a digital solution has emerged recently, so disruptive and brilliant that it received the World Economic Forum award for “transmission innovation of the decade”. This revolution, 10 years in the making is about to unlock a better access to more renewables everywhere around the world. At the helm is Gregg Rotenberg, CEO of California-based SmartWires, that we have the privilege to interview on the show.Gregg dives into the technological innovation that modular power flow control solutions bring to the Grid, in term of cost, time to market and flexibility. We analyse why incumbents didn’t see this coming, how they face a Kodak moment in this 100bnUSD industry; we tour the world to understand how the UK, Germany and Australia and many others system operators are adopting SmartWires technologies to modernise their grids, transforming them from skeletons to brains.https://www.smartwires.com/
24 minutes | 2 months ago
34. Biomass: from controversy to solution - sep20
In this Episode, Laurent and Gerard delve into biomass. Converting old coal boilers to burn wood pellets has fared diverse results and has drawn to criticisms of some NGOs. That’s why we have invited “Mr Biomass”, Jens Wolf. Jens is General Manager at Enviva Biomass, one of the world’s largest biomass trader. He had a very long industrial career at Orsted/Dong and then Drax, putting in place the largest biomass units in Europe. On one hand biomass plants are costly to run, as wood pellet is more expensive than coal; on the other you can achieve fast decarbonisation within limited CAPEX. We look at the prospects in Germany, especially in the district heating sector with old CHP (Combined Heat and Power) plants in the centre of large central and northern European Cities. The time of biomass may have finally come.
27 minutes | 3 months ago
33. Utility 2.0: ENEL X - sep20
We have the pleasure and an honor to invite Francesco Venturini, CEO of ENEL X. ENEL X is the Energy Services division of the Italian giant ENEL.ENEL X regroups all new activities of ENEL: Emobility, EV charging, Demand Response, Rooftop Solar, Energy Storage, Public Lighting,..Francesco Venturini gives a strategic overview of all those businesses, discuss how they are managed around anchoring platforms. We are introduced to the new type of Utility that we call Utility 2.0: Asset light, digital eco-systems, client-oriented. Francesco describes the switch from a Commodity-based model to a Service-based model and how ENEL X is shaping, at breakneck pace, the Utility of tomorrow.@EnelXGlobal
23 minutes | 3 months ago
32. Forestry, Carbon Sequestration: planting 1 trillion trees to save the planet? - aug20
In this Episode, Gerard and Laurent try to figure out if planting a trillion trees will really save the planet… or if it is even doable? Turning Biodiversity, Carbon Sequestration and Forestry into a financial asset is quite complex. To make a sense of the new concept of Natural Capital, we have invited Christian Del Valle, co-founder of Althelia Climate Fund. For the past decade, Christian has developed and managed the largest Conservation, Biodiversity and Carbon Sequestration Fund in the World. In 2019, he successfully sold it to French bank Natixis. If intentions are clear and wonderful, execution proves to be a long and winding road.So, are we going to save the Planet by planting 1 trillion trees? Christian shares to the keys to success through a journey from the Amazon forest to Sumatra via the Congo basin. “Christian del Valle” https://www.linkedin.com/in/christian-del-valle-0442876/
25 minutes | 4 months ago
31. ESG and Sustainable Finance (with Mark Lewis) - aug20
In this Episode, Gerard and Laurent invite Mark Lewis, Global Head of Sustainability Research, BNP Paribas Asset Management for a "battle royal": how ESG and Sustainability are redefining finance. During a great conversation, they analyse the evolution of Green Finance under various angles: the Blackrock’s letter, the famous rant of Jim Cramer on CNBC, the consequences of COVID-19, Mark Carney’s TCFD, Shareholder’s Activism, Environmental Ratings, ESG ETF, Sustainability and Impact Investing.Mark Lewis, recent winner of the Sustainable Investment Award for his groundbreaking report “Wells, Wires and Wheels”, confronts his views with Gerard and Laurent.And a special congratulation to BNPP AM which not only talks the talk, but also walks the walk: according to a new ranking by FT, BNPP votes 100% of Climate resolutions in General Assemblies, which makes it a genuine leader in ESG
25 minutes | 4 months ago
30. Digital LNG Trading - jul20
In this Episode we get an unique glance into the growth of the LNG Market over the past decade. We interview Melissa Lindsay, Founder of the LNG Trading Platform EMSurge. Melissa details the creation of the LNG spot market as she was a broker at Tullett Prebon. Then, she made the bold move to leave that big institution to create her own trading platform. She shares the challenges of raising capital (including re-mortgaging her house), developing a technology that helps the market participants, putting together a team around the world. She relates the developments of Blockchain and AI. Finally she discusses the challenges of harnessing the carbon footprint of the LNG Trading Industry and how efficient market can improve the environmental profile of the LNG industry.
26 minutes | 5 months ago
29. Electrifying Europe: Mobility, Heating, Digitisation (with Eurelectric) - jul20
In this Episode, we have a dense, sometimes frank, conversation with Kristian Ruby, Secretary General at Eurelectric, the European Trade Body for Utilities (3,500 members). Kristian is the first SecGen that comes from the Renewables sector, which shows how much this Industry is adapting to the new reality of decarbonisation. He has a vision for the future and knows how to stand his ground despite our barrage of tough questions. We cover the multiple aspects of the green development of the European Energy sector: Mobility, Heating, Digitisation, Taxes... and Kristian comes out as an inspirational leader.
28 minutes | 5 months ago
28. PPA Masterclass (with DLA Piper) - jun20
In this Episode, Laurent and Gerard welcome Natasha Luther Jones, Global Co-Chair, Energy and Natural Resources sector, and International Co-Head, Sustainability and ESG at DLA Piper to discuss how Power Purchase Agreements (PPAs) are driving the growth of renewables. PPAs’ role is to secure long term cash flows for wind and solar projects, they are the key to unlocking cheap debt finance.How have PPA have grown and evolved in the past 5 years; what are the latest trends; what are the different categories of off-takers and what are their risk profile; what are the impacts of COVID-19... these are some of the topics which are examined during a great conversation with Natasha. And we conclude with a vision of the near future through the digitalisation of PPAs and the ever growing use of platforms.Acronyms:PPA - power purchase agreement, a long term contract to buy and sell electricity at a certain priceCFD - contract for difference, a financial instrument were two parties agree to settle the difference between a market price and a pre-agreed priceISDA - legal framework for all OTC transactionsGO - Guarantees of OriginPCG - parent company guarantee
25 minutes | 6 months ago
27. Digitizing the Grid (2/2): from Smart Metering to Neural Networks - jun20
In this twin-episode, Gerard and Laurent explore the multifaceted aspects of the Digitization of the Grid. We suggest our listeners to consider the two Episodes as a whole, as we conclude the conversation at the end of Episode 27.We have had the privilege to welcome two great guests, Marcel Steinbach (E26) and Baard Eilertsen (E27). Their totally different vision and approaches - the Insider and the Disruptor - provide nevertheless a clear path towards full Digitization, one of the 3 D’s of the Energy Transition alongside Decentralisation and Decarbonisation. Episode 27 proposes a long term vision of the grid’s digitization from an Disruptor’s perspective: Baard Eilertsen, CEO of Truebase AB, a successful Swedish Entrepreneur, has been at the forefront of several digital innovations in the Telecoms and Energy sectors. Baard predicts that with Intelligent Metering and IoT, the century-old centralized System will morph into Neural Networks. Billions of data points will lead to a radical transformation of the Grid thanks to real-time demand management. Techgiants such as Microsoft, Google and Tesla are the ultimate disruptors and will force a transformation like we’ve never seen before.
22 minutes | 6 months ago
26. Digitizing the Grid (1/2): the future of Power Trading - jun20
In this twin-episode, Gerard and Laurent explore the multifaceted aspects of the Digitization of the Grid. We suggest our listeners to consider the two Episodes as a whole, as we conclude the conversation at the end of Episode 27.We have had the privilege to welcome two great guests, Marcel Steinbach (E26) and Baard Eilertsen (E27). Their totally different vision and approaches - the Insider and the Disruptor - provide nevertheless a clear path towards full Digitization, one of the 3 D’s of the Energy Transition alongside Decentralisation and Decarbonisation. Episode 26 examine digitization through the lens of Power trading: Marcel Steinbach is Head of Energy Market Design and Regulatory Strategy at BDEW, the German Energy Association. BDEW is instrumental in shaping and structuring Energy markets, at the German and European levels. After 20 years of gradual but relentless improvements, the German power market has become one of the most liquid in the world while being totally decentralized. Marcel dives into the interactions and iterations of advanced digitization and energy trading, successfully facing the challenge of integrating up to 70% of renewables in the German grid.
27 minutes | 6 months ago
25. A new dawn for Hydropower (with Natel Energy) - may20
In this episode, Laurent and Gerard analyse the latest innovations in the hydropower sector, the still largest source of renewable energy in the world (but growing at a much slower pace than Wind and Solar). We have a great conversation with Gia Schneider, CEO of Natel Energy, a California-based small-hydro start up. Natel has just raised 11mUSD from Breakthrough Ventures (an Innovation fund supported by Bill Gates, Jeff Bezos, Mike Bloomberg…) as well as Schneider Electric. Natel’s innovative hydro turbine has a very low LCOE combined with great environmental performances. We discuss the challenges Gia Schneider had to overcome and share a vision for a decarbonized grid where small hydro can deliver clean dispatchable and baseload power.Thanks to James Branner, Top hydro Engineer at GE, for sharing information on the sector’s latest developments.Finally, we would like to thank Katherine Hamilton from the Energy Gang podcast, for her kind words on Redefining Energy.
29 minutes | 7 months ago
24. The other Elon Musk (that you’ve never heard of) - may20
In this Episode, Gerard has a fascinating conversation with Alex Voigt, the legendary Cleantech innovator. Over the past two decades, Alex Voigt, hailed as one of the Founding Fathers of the solar industry, has embodied Germany's Energiewende. Alex has created two solar companies, Solon and Grips, a battery storage company Younicos (acquired in 2017 by Aggreko), and now develops Lumenion, a breakthrough in thermal storage about to revolutionize and decarbonize the district heating sector.A dense, witty and savvy dialogue covering all topics: Solar, Li-Ion batteries , Hydrogen, resistance to innovation, carbon pricing, disruption in district heating through thermal storage … and a meeting with Elon Musk in 2008 on the road to Pasadena. Reference:https://lumenion.com/ https://www.linkedin.com/in/alexander-voigt-65392045/
25 minutes | 7 months ago
23. Inside a Renewable Energy Banker’s mind (with ABN AMRO) - apr20
Episode 23 of the podcast goes inside a Renewable Energy banker’s mind. Without banks, there would be no energy transition. Debt has provided more finance than Equity in the development of wind and solar. Being Bankable means for a project: access to credit, lower equity requirement and faster scaling up of new clean infrastructure.With Lisa McDermott, Executive Director Project Financing at Dutch Bank ABN AMRO, we review the four risks that need to be mitigated towards bankability: Technology risk, Credit Risk, Execution Risk and Market Risk. Then we explore the various promising technologies and assess their path to bankability: Floating Solar, Floating Offshore Wind, Blue and Green Hydrogen. One of our best interview ever!
20 minutes | 8 months ago
22. The new Energy landscape post COVID-19: The Good, The Bad and the Ugly - apr20
In this Episode, Laurent and Gerard talk about COVID-19 and the considerable impacts both positive and negative that it will have on the world of Energy. The episode is called the Good, the Bad and the Ugly. - the (not so, but still relatively compared to the rest) Good being the world of clean energy and the wider world of power, which is likely to come out of this crisis relatively unscathed. - the (very, but temporarily) Bad: Transportation; road, automotive and air are in an historic freefall as people stop travelling, but we foresee bailouts and ultimately, recoveries.- the (apocalyptically) Ugly: Oil, obliterated by the collision of once in a century demand destruction and an also historic production glut flamed by the implosion of the OPEC+ cartel.The co-hosts admit that nobody knows when the various Energy markets will bottom. We won’t speculate whether and when we will go back to the ‘norm’ or is the current crisis a glimpse at the future of Energy … Every listener’s guess is as good as ours.The Episode nevertheless ends on a upbeat tone: friends and fellows of the Energy Transition, third time’s a charm: We’ve been through crisis in the early 2000’s with Enron+9/11, and we recovered; then in 2008/9 and the GFC, and we recovered. We will recover from this one as well. Because, we’re in it not just for the money, but also for a higher purpose, and that’s why we will always, always transcend the fossil fuel industry.Book Reference: The Prize, Daniel YerginOur LinkedIn page: https://www.linkedin.com/company/redefining-energy/
26 minutes | 8 months ago
21. Energy Storage System: “the Holy Grail” (with Fluence) - mar20
In this Episode, Laurent and Gerard debate around the exponential development of Energy Storage, “the Holy Grail”. The development of stationary storage is key to unlocking a deeper penetration of more renewables. By 2030, BNEF estimates that the market could reach 1TWh, or a x200 in the ‘20s decade. But finding a right business model remains tricky, especially with antiquated regulatory frameworks. We interview Dr. Marek Kubik, market director at Fluence, a JV AES/Siemens. Marek unveils the keys to successful developments of stationary storage, the technology progresses and the way the market is heading. We also dive deep into the various options regarding the integration of Electric Vehicles into the Power Grid. Groundbreaking!
9 minutes | 9 months ago
20a. Peak Oil - Addendum / the COVID-19 impacts - mar20
In this Addendum of Episode 20 (recorded after the 30% Oil Crash) Laurent and Gerard reassess their views on the future of Oil, in light of the current turmoil. We have just witnessed a one-in-a-decade shock. While we hope for a short-term pain, we foresee changes at work in the background. When we get out of this crisis, things might be different.
24 minutes | 9 months ago
20. Peak Oil? What Peak Oil? - mar20
In this Episode (recorded before the COVID 19 crisis, please listen to Episode 20a - Addendum to this Episode) we welcome Callum Macpherson - Head of Commodities at Investec - to discuss Oil, and more specifically how Oil can or cannot be displaced from its various uses: Automobile, Heavy Duty, Shipping, Aviation...IS the world really running out of Oil? Or is it only running out of “Cheap Oil”? But the real question shouldn’t be rather: are we facing “Peak Demand”? Oil is a humongous market, it has sailed though crises during its history and has always managed to reinvent itself. But is this time different? The reality is extremely complex as a lot of conflicting forces (such as carbon, price of alternatives, geopolitics, tax revenues, security of supply...) are here at play. We might end-up with surprising outcomes!----------------------Please note: these podcasts are provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. These podcasts do not constitute a personal recommendation and are not investment advice
24 minutes | 9 months ago
19. Hydrogen: broken promises (with Paul Martin) - feb20
Gerard and Laurent invite Paul Martin to review the various development routes for Hydrogen, the forever “fuel of tomorrow”. Behind the smoke and mirrors of the current H2 PR blitz, are powerful incumbent industries looking for new markets.Unfortunately the laws of thermodynamics are not playing in favor of Hydrogen.The debate explores how Hydrogen is produced, and what are its best uses.Can "Green" Hydrogen ever compete with "Blue" Hydrogen? Is there any possible scaling of Electrolysers to reduce their price?As for its uses, Hydrogen for Ammonia, for Transportation and others are much trumpeted options. But can Hydrogen be cheaply moved? And what should government do? Subsidise or Tax?During an in-depth episode, we debunk myths and start providing sensible answers from an environmental and economic stand point.
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