Redefining Energy - Minutes

Final Episode on the Redefining Energy MINUTES channel.We are moving to the main channel in 2024 (That's why we also publish this Episode on the main channel.)Here are the Redefining Energy Awards for 2023:Company of the Year - BYDStart Up of the Year - PV CaseDeal of the Year – Tesla and NACSTrade of the Year – Short Gas TTF Scandal of the Year – Venture Global and the 200 LNG cargoes heistPerson of the Year – Jigar Shah Stupidest Quote of the Year - Kim KardashianLINK TO THAT COMMERCIAL https://youtu.be/9EASYmElZuU?si=ygpWeT5FeUsQ0e26Book of the Year: How Big things get done – Bent Flyvbjerg & Dan Gardner Happy New Year to all our Listeners.Thank you for your unwavering confidence! And we will see you again on the 2nd of January 2024 for our famous Predictions 2024!

Every Sunday, Laurent and Gerard discuss last week's news in the Energy Transition.On the menu: Number of the week: 1 million EV produced in China in NovemberCOP 28: great success or “nothingburger”?Lithium crash (-80% YTD)EDF alone to finance the UK nuclear plant Hinkley Point CMasdar scoopers prized offshore wind farm assets in the North SeaAnd our short list for “Book of the Year”, winner to be revealed for Boxing DayMonetising Energy Storage (Oliver Schmidt)Material World (Ed Conway)The Edge (Jonathan Maxwell)How Big Things Get Done (Bent Flyvberg)

This Sunday, a Special Episode.We are going live to COP28 in Dubai.Our special guest is Bruce Douglas, CEO Global Renewable Alliance, who is spearheading the effort around the key message “Double down, Triple Up” or how we will decarbonise by tripling renewables by the end of the decade.Bruce tells us how it is on the ground, how he is having the busiest week of his life, and how the positive message is now being relayed by hundreds of Heads of State and key business decision makers."COP28 text finally agreed - this is HUGE! Massive gratitude to everyone who made this possible

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. On the menu this week:COP28 is onLargest solar plant in the world – 2GW Abu DhabiMega deals (Lightsourcebp, Statkraft)Collapses of Enviva and EU refineriesSodium batteries – Northvolt. BYD -Brookfield new fund 28bnUSDOur friends successfully raise capital: BMI, Modo, XlinksListen to Jenny Chase on Volts – all you ever wanted to know about Solarhttps://podcasts.apple.com/gb/podcast/switched-on/id1469286286?i=1000635780346

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.On the menu this week, a special episode on EVs, a sector which is reaching a turning point this year.Global trends (Market +34% ytd) reaching 14m EV in 2023 (16% market share)Winners (Tesla, BYD) and losers (Start Ups and legacy makers)Technological innovations bringing cheaper EVs Sales of global ICE passenger vehicles are down 20% from their 2017 peak! ICE sales plunged from 86m in 2017 to 69m in 2022.

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.On the menu (a long episode this week): Transatlantic dispute on LNG pricing: 18bnUSDGovernment interventions: France, Germany, EU, UK with different outcomes Bankrupt mega-windfarm in Sweden (owned by China Nuclear Co)Does ESG still matter? Glencore and Coal, Totalenergies and CCGTsFunds in frontier energy investments: Foresight in Geothermal, Macquarie in SAFWeather predictions improved by AI.

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.On the menu:Final implosion for SMR and Fuel Cells: NuScale and Plug Power are on their way to oblivion Lithium and Hydrogen corruption cases bring down the Portuguese PMEQT invests in a 16 GW pipeline of batteries, and that's the good news of the week

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.On the menu: · The Solar boom is unbelievable: 22GW shipped by Jinko in Q3Orsted crash and the US Offshore Wind Industry debacleTesla sells superchargers to BPThe wonderful X thread by Jenny Chase on Solar https://x.com/solar_chase/status/1718296264981270840?s=20

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.On the menu:Siemens Energy bailed outRESource, annual conference on PPAs, beats all recordsChevron acquires Hess. Rockefeller is immortalOffshore Wind activityNuScale SMR SPAC hits an IcebergMichael Liebreich's Hydrogen Ladder v5

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.On the menu: Number of the week: 3Solar and Storage are booming at Birmingham show.Huge inventories of Solar panelsVinFast: Pump and dump EV SPAC Tesla's Q3 results and their success in EV chargingPlus Power: Mega Battery investment in TexasRE-Source Amsterdam: number 1 conference for Green PPAs

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.On the menu: – Mega Oil deal ExxonMobil acquires Pioneer for 60bnUSD– New EU Renewables directive (targets, SAF, Green Hydrogen)– Doggerbank 3.6GW offshore wind energized– Poland first offshore wind FID– Geopolitics weighs heavy on the gas markets (Ukraine, Israel, Estonia)– Trove Research acquired by MSCI– MyEnergi does a great round with Energy Impact Partners

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. On the menu:– Gerard at the World Economic Forum talks grid reorganisation and financing– Big capital operations (Brookfield, Quinbrook, Partners Group)– BYD on the heels of Tesla while GM sacks its CTO after a month– Norway goes 93% EV in September– Not sure if Carbon Border Adjustment Mechanism (CBAM) will be effective but bureaucracy certainly strives. CBAM: Corporate Bureaucracy At Maximum

Every Sunday, Laurent and Gerard debrief last week's news in the Energy Transition. This week on the menu:Laurent celebrates developers at the British Energy Storage Awards Ceremony (winners: Zenobe, Fluence, Habitat, Gore Street);Great Energy start-ups keep on raising money (1komma5, Pexapark, Accure, Skoon, Electrons, Renewabl);Tesla Semi is obliterating Hydrogen trucks while H2 filling stations in Denmark and California are running dry;Huge battery investments (Cathodes in Morocco, Northvolt in Quebec)

Every Sunday, Gerard and Laurent discuss the latest news in the Energy Transition. This week on the menu:Gerard goes to RE+ Las Vegas and gets hackedWhile solar and batteries thrive, wind cries (our London conference)There is always something happening at BP and Shell. To summarise: ESG no – Oil yesWill subsidies save the legacy automakers?Australia runs 70% on renewables (Sept 20)

Every Sunday, Laurent and Gerard discuss the #energytransition news.This week, we pause to look at the new normal in the Energy Infrastructure Investment landscape. High interest rates are harming the infrastructure investment case through a double whammy: higher cost of debt and higher shareholders' expectation in terms of ROI.Still, the sector is consolidating, and large Asset Managers are gobbling up smaller ones.We also make a deep dive on the EV charging space. And in the US, Tesla has obliterated the competition and is building for itself a very lucrative monopoly by owning the sole standard.

Every Sunday, Gerard and Laurent discuss last week's news in the Energy Transition (sorry poor audio, we recorded at the last minute).On the Menu: Chinese overinvestment in batteries and solar is triggering price collapses, forcing OECD manufacturers to adapt or die.Live from Munich auto-show with Roger AtkinsLucid CEO is very well paid.Flurry of M&A activity in the Lithium mining sector (curtesy of Joe Lowry)Green Steel takes off.

Every Sunday, Gerard and Laurent revisit last week's news in the Energy Transition.On the Menu:Wind: The Bad, the Bad and the Ugly. Orsted, Siemens…Octopus takes on millions of Shell customers in UK and Germany Battery recycling gets another boost – Redwood MaterialsBYD makes a major acquisition in Power Electronics: JabilAustralian Pumped Hydro now more expensive than Nuclear. The debacle of Snowy 2

Every Sunday, Gerard and Laurent discuss the main news of the Energy Transition. On the menu:The dramatic effects of Climate Change and its direct economic impacts, from Canada to the US to China to PanamaWeird commodities markets. The time of volatilityNorthvolt superstar, but too many Gigafactories in the pipeline

Every Sunday, Laurent and Gerard debrief the main news in the Energy Transition. On the menu:- Inflation Reduction Act celebrates its first anniversary. Glass 60% full- Direct Air Capture has the best lobbyists, but is dreadful (see below for additional material)- CATL leaps ahead - 400km charge in 10mns!!!!- EV SPACs. Not a great track record.- From Russia with love: Uranium, caviar and vodka. Which of these 3 is not sanctioned?Excellent papers on Direct Air Capture:Michael Barnard: https://cleantechnica.com/2023/08/16/carbon-engineering-was-always-a-figleaf-for-fossil-fuel-industry-now-its-owned-outright-by-them/Paul Martin: Why Direct Air Capture Sucks (and not in a good way!) https://www.linkedin.com/pulse/why-direct-air-capture-sucks-good-way-paul-martin

Even during the Summer, Laurent and Gerard manage to convene once a week to discuss the latest Energy Transition news. On the menu:- Why is Nuclear 4x more expensive in the US than China?- Proterra vs BYD, the tale of 2 electric buses companies- Lucid doomed while Rivian might survive- Hydrogen trains: “Nein danke”- Electrifying the Yangtze river

Every Sunday, Laurent and Gerard debrief news on the Energy Transition.This week, a quick Summer Special on Sustainable Aviation with an excerpt from an interview of David Calhoun, CEO Boeing (on the Check6 podcast) and our comments on SAF and Electrification.

Every Sunday, Laurent and Gerard debrief last week's news on the Energy Transition. On the menu:- A “George Mitchell” moment in geothermal: Fervo- Germany between Hydrogen dreams and congestion costs- Totalenergies acquires Eren- Enel goes back to networks- Big changes in EV China for the international OEMs- Progress in Africa (grid, solar)- ICVCM issues Carbon rules

Gerard is back. With Laurent, they weekly debrief the news in the Energy Transition. On the menu:- David vs Goliath – Epilogue: We are apparently “woke”- Government interventions in the Energy Sector (Poland, France, UK)- It's the summer of interconnectors- BigOil dilemma: electrons or molecules?- Tesla is invincible- Cruel summer. Water is gold

Gerard couldn't make it for this episode, so Michael Barnard took over. On the menu:- International Maritime Organisation goes green- David wins against Goliath in the Hydrogen village- Hydrogen in mining: No thanks- Still ThyssenKrupp successfully offloads its electrolyzer business- Nuclear SPAC- Saudi Aramco is now ESG compliant

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. A lot of ranting this week. On the menu:-“It's so hot in July” and the laws of unintended consequences with the desulphurisation of Maritime fuels-Heads are rolling at Shell and the new CEO's short-term strategy will backfire soon, predicts Gerard-Tesla and BYD are obliterating the competition.- VW is struggling

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. On the menu- Gerard charges his car and becomes a power trader- Successful seed round for Europe most promising Climatech start-up: Renewabl - https://www.renewabl.com/- Energy Institute publishes bp statistical review 72nd Edition - https://www.energyinst.org/statistical-review- Wind in crisis at Siemens- ESG lambasted by Glencore- RIP Pr. Goodenough

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition. On the menu:- Superb conference by Eurelectric with our interview of Leo Birnbaum, CEO E.ON- Massive battery investments (RWE, AES, Neoen)- Infrastructure funds are deploying capital (Brookfield, Blackstone)- EU regulates ESG while the CFTC goes after phony carbon- Insane temperatures (China, Canada, Texas)- Jigar Shah superstar

Every Sunday, Laurent and Gerard debrief last week's news. This week, Gerard is in his car, back from Intersolar in Munich. On the menu:- Crazy activity at Intersolar with 106,000 visitors (up 60% yoy) Chinese dominate solar, batteries, EVs- Shell goes back to black- Gas markets all over the place- Infrastructure funds and VC fundraising down but the scene is still active- Great Series A for our friend Alex “Magnesium” Grant

Every Sunday, Laurent and Gerard debrief last week news in the Energy Transition. On the menu:- The coming week, 3 great events: Intersolar Munich, Berlin EcoSummit… and the Episode 100 of the main show- Sale of EBuses in Europe overtake Diesel- Suncable resuscitated by Quinbrook- MKopa, African solar success story- Platts tracks Green Hydrogen

Every Sunday, Gerard and Laurent debriefs last week in the Energy Transition:On the menu:- Energy prices meltdown in Europe: negative prices and coal is shipped back to Africa- IEA is (finally) bullish renewables- Denmark huge offshore wind plan (but China is even bigger)- In the EV race, Tesla wins again, Ford capitulates. The Japanese are out lunch.- We partner with UK Solar SummitThe UK Solar Summit takes place on 27 & 28 June in London and listeners can save 15% off their tickets by using the code Redefining15. You will hear from the Minister of State for DESNZ, Ofgem, National Grid ESO, EDF, SSE, RWE, Sonnedix and more.Summit description: https://uss.solarenergyevents.com/Get your discounted ticket here: https://na.eventscloud.com/uksolarsummit?discountcode=REDEFINING15

Every Sunday, Gerard and Laurent debrief the week in the Energy Transition. On the menu:- Gerard and Laurent at EWorld Essen (Germany)- Meanwhile gigantic Solar Show in Shanghai, and the numbers are mind blowing- EVs from China are conquering the world- Tesla Y best selling car worldwide. Aston Martin. Rimac Nevara- Laurent has a great diner with Michael Liebreich and Michael Barnard

Every Sunday, Gerard and Laurent revisit the main news of the Energy Transition. This week:- TTF gas prices collapse while Renewables beat records everywhere- Patrick Graichen, martyr of the Energy Transition- Tesla is obliterating the competition. Some will not survive.- Join Laurent at Renewable Revenue Summit London Happening in London on the 6th and 7th of June 2023, Renewable Energy Revenues Summit addresses how renewable energy generators can optimise trading, power purchase agreements and merchant offtake.Contact Moses Makin from Solar Mediahttps://www.renewablerevenue.co.uk/

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.This week, 2 rants and 2 good news:- Gerard rants about German Energy subsidies- Laurent rants about Turkmenistan spewing methane. What is COP doing?- 10bnUSD merger in the Lithium mining Industry- Successful Irish 3GW offshore wind auction

Every Sunday, Gerard and Laurent debrief last week news in the Energy Transition.On the menu:- Laurent behind enemy lines at Flame (LNG conference)- China EV sales are obliterating legacy foreign automakers- 8-hour storage: RWE sets a record in Australia- Lithium control: Chile vs Australia + has the price finally reach its bottom?- Tesla Superchargers- Avaada Brookfields - 1bnUSD investment (India)

Every Sunday, Gerard and Laurent discuss the latest news in the Energy Transition. On the menu:- Germany ban boilers and Carrier acquires Viessmann- EU votes on SAF to green aviation- Tesla Energy Storage, the new giant- Duck Curve in California becomes a Canyon- Gerard and Laurent in Stanford (thank you Jeff!)

Every Sunday, Laurent and Gerard debrief last week's news in the Energy Transition. This week, we bring our friend Michael Barnard who is lauching Redefining Energy Tech (the familiy grows).This week on the menu:- Deadly heatwaves in Asia.- CATL dominates the battery universe- Fit for 55 voted in the EU Parliament- US government picks winners and loser in the EV industry- RE TECH program

On Sunday, Laurent and Gerard discuss last week's news in the Energy Transition:This week:- Welcome to our new show: Redefining TECH- Germany closes last 3 nukes- Reports: Ember up, Lazard down- EU Utilities leave Latin America- Mega wind farm Laos-Vietnam- Goodbye Mr. Starace Reports:Ember Climate: https://ember-climate.org/insights/research/global-electricity-review-2023/Lazard LCOE: https://www.lazard.com/media/typdgxmm/lazards-lcoeplus-april-2023.pdfRedefining Energy TECH is available here:Applepodcast: https://podcasts.apple.com/gb/podcast/redefining-energy-tech/id1675126007Spotify: https://open.spotify.com/show/5wwTdK7Tm2LOCgIXbxF7Zc

Happy EasterEvery Sunday, Gerard and Laurent debate last week's news in the Energy Transition:- Germany vs UK Net Zero policies: “You Can Go your Own Way”- New Carbon Standards will be integrity to the fledgling market- Solar: prices are down, volumes are up- First nuclear plant energized in the US in 30 years (Vogtle 3)

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.On the menu:- Mining, despite being critical for the Energy Transition, has an HR problem- Finally, some investments in transmission (Terna, Grid United)- The success of Germany's home batteries (+60% yoy)- In the US, Renewables overtake coal and nuke

Every Sunday, Gerard and Laurent revisit last week's news in the Energy Transition:On the menu:- Gerard and Laurent share their takeaways after the spectacular Berlin Infrastructure Conference- Big numbers at Aramco and VW- Interesting deals: Brookfield, JERA- Chinese Wind Turbines in EuropePics from the Berlin Conference:https://www.splento.com/peimedia/Mk8i6

A Special Episode: Excerpts from Tesla Master Plan 3 (Investor Day 1st March 2023)5 actions for a Sustainable Earth1) Renewables and Batteries2) Electric Transportation3) Electric Heating4) Hydrogen5) Sustainable FuelsCheck the videohttps://www.youtube.com/watch?v=eIQ20RvhUhg

Every Sunday, Laurent and Gerard debate last's week news in the Energy TransitionOn the menu:- CERAWeek. Oil is quiet on the Western Front- Headwinds for Offshore Wind- More EU plans and reforms (but some common sense)- CATL flying, Rivian sinking- Energy Traders are having the time of their lives

Every Sunday, Laurent and Gerard discuss last week's news in the Energy Transition. On the menu:- Tesla masterful Master Plan 3 – Wow!!!!- CATL starts a price war on Lithium- Gore Street goes west- Energy Institute takes over BP Statistical Review-UK greenlights seven new interconnectors-The Hydrogen War Sources:Tesla: https://www.youtube.com/watch?v=eIQ20RvhUhg&feature=youtu.beEnergy Institute: https://www.energyinst.org/exploring-energy/statistical-reviewHydrogen War: https://www.hydrogeninsight.com/policy/exclusive-hundreds-of-residents-vent-anger-over-entirely-pointless-hydrogen-heating-trial-during-hostile-public-meeting/2-1-1411845

Each Sunday, Gerard and Laurent review last week's news in the Energy Transition.On the menu:-Biggest Energy Storage Conference: power to the young generation and MODO-Ukraine war one year on, key lessons-EDF stays discreet after historic losses-Carbon at 100EUR/t

Every Sunday, Gerard and Laurent debrief the Energy Transition news.On the menu:- What is green Hydrogen according to EU law?- Nat Bullard's brilliant report- China overtakes Germany in car export- Fossil fuel subsidies- Brookfield, Enlight, Otovo, Tikehau, Goldman Sachs- Exxon and AlgaeLink to Nat Bullard's report on the Energy Transitionhttps://www.nathanielbullard.com/presentations

Every Sunday, Gerard and Laurent debrief the news in the Energy Transition.On the menu for this 1 year anniversary of the show:-From Russia with Oil-BigOil and the Energy Transition-Enel top of the league-Who blew up the Nordstream pipeline?-News about Nextracker, CATL, Redwood, Adani

This week, Laurent and Gerard were away. So rather than the news, they had a mini debate on three hot topics:- Gerard goes on an epic rant on ESG. E yes, SG regulate, and please split them- The Inflation Reduction Act brings huge industrial dividends to the US- Tesla's Jiu Jitsu move: the EV price war

Gerard and Laurent debrief last week's news in the Energy TransitionThis week:-Save the French baguette-Security trumps bureaucracy: Germany frees itself from Russian gas-Eskom's basket case-Blackout in Pakistan

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.This week (not live from Davos):- Pennies on the dollar (Volta, Arcimoto, Britishvolt)- Gerard impressed by Shell- Mega solar deal in Qatar- Agrisolar is booming

Every Sunday, Gerard and Laurent debrief last week's news in the Energy Transition.This week:- The answer is blowing in the wind- Gigantic turbines in China- Crazy batteries plans- Hydrogen pipe dreams- SunCable collapses- French success in Australia (and it is not submarines)

Evey Sunday, Laurent and Gerard discuss the news in the Energy Transition. This week:- Solar and Gas prices crater- Germany survives 2022 with the Energiewende on steroids- Crazy number of deals closed at the end of 2022- Best performing commodity of the year will surprise you