Redefining Energy

Laurent Segalen and Gerard Reid

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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31 episodes
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Today · 35 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, valuations exploded, and the industry produced an impressive collection of truly...
- Transcript
October 12 · 27 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—and the cracks are starting to show. While Anthropic and OpenAI...
- Transcript
October 5 · 29 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 decade. VPP are a digitally coordinated flexible network of distributed...
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September 28 · 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 Energy Efficiency and Renewable Energy at the U.S. Department of Energy in...
- Transcript
September 21 · 29 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 that legacy providers such as Siemens, Schneider Electric or...
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September 14 · 30 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 anymore. But things are changing; the impact of climate change...
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September 7 · 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 evolving economics of Battery Energy Storage Systems (BESS). Modo...
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August 31 · 30 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 delivering solutions at scale. One of them is Alberto Méndez...
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August 24 · 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 strategically important technologies shaping the global energy...
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August 17 · 41 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 an electrified future. High-voltage direct current (HVDC)...
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August 10 · 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 brought together contrasting perspectives on one of today's defining...
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August 3 · 29 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 Lu and Chint 15th participation to that massive European Exhibit that...
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July 27 · 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 concept of an orbital grid where beams are directed to provide...
- Transcript
July 20 · 35 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 at Copenhagen Infrastructure Partners (CIP). CIP has emerged as one...
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July 13 · 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 like the right moment to reconnect and take stock of how profoundly the...
- Transcript
July 6 · 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 leading gatherings for the European solar and energy storage sectors. ...
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June 29 · 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 about what happens outside of a datacenter, it is time to dive inside...
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June 22 · 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-ranging discussion on the key issues shaping Europe's energy future. We...
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June 15 · 28 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 institutions shaped by policy priorities. When trillions of dollars in...
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June 8 · 29 min
232. GB’s NESO: the “cool” operator - Jun26
Gerard and Laurent have the pleasure of welcoming Fintan Slye, CEO of NESO — Great Britain’s National Energy System Operator. In a lively and wide-ranging discussion, we explored NESO’s governance and its critical role across the British energy...
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