176. Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25
As we start receiving data for the year 2024 in terms of Energy Production and Consumption, it is time to have a forensic analysis of the global Energy Complex in 2024.Last month we had the always comprehensive IEA Global Energy Review, and now to go deep into Electrification, we just received the Ember's sixth Global Electricity Review. We brought in two of its three authors: Dr Katye Altieri and Nicolas Fulghum to discuss the main finding. We’re sorry Euan Graham, the third author, could not join.Here are the key findings:Electricity growth is twice as fast as Energy GrowthThe world electricity consumption grew by the size of Japan (last decade it was annually the size of Brazil)80% of that additional demand is met by renewablesDemand drive is led by Cooling, Heating, Transportation and DatacentersWorld surpasses 40% clean power as renewables (incl. hydro and nuclear) see record riseSolar is the main driver of renewables growth, with generation doubling in three years And more findings in this comprehensive episode.Thank you, Ember Energy.Link to the report: https://ember-energy.org/latest-insights/global-electricity-review-2025/--------------Other reports mentioned during the show:IEA Report: https://www.iea.org/reports/global-energy-review-2025IRENA Report: https://www.irena.org/Publications/2025/Mar/Renewable-capacity-statistics-2025
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175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25
Capitalizing on the Infrastructure giants’ Blind Spots: How can a specialised PE fund thrive under the new US Administration?The Energy Transition encompasses more than just power and AI. We have chosen to explore the niche yet crucial areas of waste gas, biofuels, sustainable aviation fuel (SAF), and emissions capture.At the heart of this journey is Cresta, a $2 billion specialist fund positioned at the intersection of Private Equity and Infrastructure. Chris Rozzell, the fund's Managing Partner, shares insights on how a fund focused on industrial sectors can thrive in underappreciated sub-sectors like mid-stream infrastructure—areas often overlooked by larger, more traditional funds.By adopting a strategy akin to a scavenger's approach, Cresta has capitalized on these opportunities. Chris also discusses the impact of the new US administration on his investment thesis and why choosing the Zag when everyone else is choosing the Zig has proven to be highly profitable.While the Energy Transition is multifaceted, it is also fraught with blind spots. Cresta stands as a prime example of how industrial expertise can drive meaningful decarbonization efforts.The discussion in this podcast is for informational purposes and should not be relied on as investment advice or an offer to sell or a solicitation for an offer to buy any securities. Any opinions expressed are those of the speaker and are subject to change. Listeners should not make investment decisions based solely on the information in this podcast.
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174. Live from Cambridge – Laurent and Gerard with Pr. David Cebon on Electrifying trucks
Early March, Gerard and Laurent were invited by the Cambridge University Energy Technology Society (CUETS) for a live session of Redefining Energy.In front of hundreds of attentive students, they had a comprehensive debate with Pr. David Cebon about the Electrification of Trucks. What are the issues (technical, economic) and what are the proposed solutions from Electric roads to batteries?We enjoyed sharing with an enthusiastic crowd at St John's College, Cambridge and give a special thanks to Max Krefting for the flawless organisation. A memorable evening for all participants.
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173. The politization of Critical Materials - Mar25
The XXIst century economy will be powered by 'critical minerals' such as lithium, nickel, cobalt, and rare earths. China has spent the past 20 years building a dominant position across the supply chain for these metals.The rest of the world is finally waking up to the economic and geopolitical challenges that this presents and is actively trying to secure the supplies of critical minerals by creating non-Chinese supply chains.Gerard and Laurent sat down with Richard Tite, Chief Investment Officer of TechMet, a critical minerals investment company that is partially owned by the U.S. Government through a series of equity investments by the U.S. International Development Finance Corporation (DFC). TechMet’s portfolio currently includes 10 projects across North America, South America, Africa, and Europe, that produce, process, and recycle critical minerals.How does it work? What are the costs? Can China be countered? Does it succeed?Are Critical Minerals truly critical? They are certainly polarizing.
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172. The new age of Energy Security, Flexibility, and Resilience (with Eurelectric)
Laurent welcomes Kristian Ruby, Secretary General of Eurelectric, to discuss Energy Security, Resilience and Flexibility though the impact of E-Mobility.Energy Security has become a critical issue, especially with the recent sabotage of undersea cables in the Baltic Sea by Russian and Chinese vessels, extreme weather events knocking out a third of the Irish Grid, and Russia’s ongoing attacks on Ukraine’s energy infrastructure.Kristian shares the story of his harrowing visit to a power plant in Ukraine, where DTEK engineers are bravely working through air raids every day to keep the lights on. The conversation expands to cover all aspects of Energy Security as we enter the Age of Electricity, exploring both cyber and physical measures that can be taken to protect energy systems.The discussion also touches on the latest advancements in E-Mobility, including how Vehicle-to-Grid (V2G) technology can provide additional security and offer consumers a chance to earn more revenue.Eurelectric represents a strong, forward-thinking industry that exemplifies resilience and solidarity in the face of challenges. Join us at Power Summit Brussels 3 and 4 June to discuss those topics and many othersHome - Eurelectric Power Summit 2025
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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