Redefining Energy

By: Laurent Segalen and Gerard Reid
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  • Summary

  • 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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Economics
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Episodes
  • 177. The Transatlantic Power Cable: from concept to reality - Apr25

    177. The Transatlantic Power Cable: from concept to reality - Apr25
    Apr 28 2025
    There's been a great deal of excitement and curiosity surrounding the idea of a Transatlantic Interconnector. So, as co-founders, Laurent Segalen, Gerard Reid and Simon Ludlam have decided to release a special episode to bring our listeners up to speed on where things currently stand.

    While we can’t dive into our discussions with governments and system operators—those are protected by NDAs—rest assured, those conversations are very much underway, as you might expect. To put this episode together, we have brought in a range of perspectives:
    • First, you'll hear an excerpt from a conversation with John Pettigrew, CEO of National Grid, on the Aurora Unplugged podcast last October, where he discusses the potential of ultra-long interconnectors.
    • Next, we feature an interview with Laurent on the Jolts podcast from this February.
    • That’s followed by a deep dive into the technical aspects with Cornelis Plet, Global Head of HVDC at DNV.
    • We then explore the legal landscape with Silke Goldberg, partner at Herbert Smith Freehills and one of the world’s foremost legal experts in this area.
    • And finally, we wrap up with a conversation between the three co-founders, where Simon Ludlam lays out the key steps ahead in the coming months and Gerard engages with investors.
    We hope this gives you a clearer picture of what has been accomplished so far—and what lies ahead on this ambitious journey.

    A lot of information, reports and data are available on www.nato-l.org
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    36 mins
  • 176. Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25

    176. Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25
    Apr 14 2025
    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 Growth
    • The 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 renewables
    • Demand drive is led by Cooling, Heating, Transportation and Datacenters
    • World surpasses 40% clean power as renewables (incl. hydro and nuclear) see record rise
    • Solar 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-2025
    IRENA Report: https://www.irena.org/Publications/2025/Mar/Renewable-capacity-statistics-2025
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    31 mins
  • 175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25

    175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25
    Apr 7 2025
    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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    30 mins

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