Redefining Energy

著者： Laurent Segalen and Gerard Reid
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  • 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
    Laurent Segalen and Gerard Reid
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  • 150. The new Valuation of Wind Assets

    150. The new Valuation of Wind Assets
    2024/09/16
    As Europe has reached 270GW wind power (vs 150GW USA), corresponding to a value of 500bnEUR, we dig into the value of those assets. Gerard being out, Laurent brought his friend Mortimer Menzel, CEO of Augusta Co, one of the most seasoned investment bankers in the wind sector.

    After describing the past gloom (interest rates, inflation, supply chain, Ukraine), we analyse the fundamentals of the market and turn out to be very optimistic for the years ahead, both onshore and offshore.

    Mortimer talentedly explain how the risks and markets have evolved over time and what impact they will have on future valuations. Overall, he is bullish as ever.

    --------------------
    I will be chairing a free Seminar on the future of Green Energy procurement with KPMG and Renewabl, the award-winning platform I seat on the Board of, at the law firm Wedlake Bell, on Thursday 3/10 at 4pm. In the City of London. Super technical.

    Link to Register.
    Renewabl day: The future of renewable energy procurement · Luma
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    14 分
  • 149. Hydropower in a 24/7 Clean Energy System - Sep24

    149. Hydropower in a 24/7 Clean Energy System - Sep24
    2024/09/09
    As wind and solar become ubiquitous, the value of hydropower goes up. Hydropower is becoming the ultimate clean energy, as it is flexible and easily dispatchable.
    Hydropower is concentrated in certain geographies (China, Brazil, Canada) and is almost entirely developed by State-Owned Utilities that can stomach and support the very long construction time. Bost costs and value should be measured in decades, not in years.
    Unfortunately, Climate Change is impacting the reliability of hydro; we have recently witnessed a succession of dry years and wet years, which have created stresses in the American West, Brazil and China… So, how to make the best of it? How to optimize this valuable resource?

    That is the life’s mission of Janice Goodenough, CEO of HYDROGRID. With a master’s degree in Applied Mathematics and over 15 years of experience in the hydropower sector, Janice Goodenough is a dedicated advocate for leveraging the complete potential of hydropower amidst the evolving energy landscape. HYDROGRID Insight is an integrated water management & production planning platform for proactive hydro teams, providing comprehensive, predictive capabilities such as plant monitoring, predictive production planning, optimal trading, as well as constraint and maintenance management under a single hood.

    We love hydro, but they need to stop snoozing. Wake up!

    We thank AMUNDI for supporting the show

    Transcripts https://www.spreaker.com/podcast/redefining-energy--3170008
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    30 分
  • 148. Batteries: the Great Consolidation

    148. Batteries: the Great Consolidation
    2024/09/02
    “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 trends of 2024 which they call “Batteries, the Great Consolidation”. A lot of great experts are helping shape our view.
    To name a few Aaron Wade, Tom Tsogt, Cormac O’Laoire, Christopher Chico, Chris Berry, Benchmark Minerals Intelligence/Rho Motion (Iola Hughe and all Simon Moores’ team). We are thankful for their relentless drive to show us the future.
    So, what is the “Great Consolidation” in Batteries. First consolidation in the supplier's landscape, with CATL and BYD trashing the competition and indirectly eliminating a lot of promising startups (We list the cancelled Gigafactories). Then, consolidation in Chemistry, it’s all about LFP now. Finally consolidation in form factor, with prismatic becoming the staple.
    At the end of the episode, we salute the King of Solar in Pakistan, Sulaiman ur Rehman.
    And also invite on our podcast Mr Faraz Ahmad, one of the Top Energy guy at Amazon, as we are very curious about his attempts to rewrite the rules for accounting for Carbon Emissions. We want to know more. Faraz, you are welcome!

    Transcript
    https://www.spreaker.com/podcast/redefining-energy--3170008
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    12 分

あらすじ・解説

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
Laurent Segalen and Gerard Reid
経済学
続きを読む 一部表示

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