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Redefining Energy

Auteur(s): Laurent Segalen and Gerard Reid
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  • Résumé

  • 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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Épisodes
  • 131. The future of distribution grids - May24

    131. The future of distribution grids - May24
    May 6 2024
    Distribution grids are facing new challenges. On the one hand, they experience a growth of local demand, with EV charging, heat pumps and datacenters. On the other, they must accommodate with the fast deployment of decentralised energy such as rooftop solar and batteries.
    How to reconcile those challenges while maintaining grid stability? And how can Utilities, hooked up on rates and CAPEX start thinking differently and adopt new technologies? Beyond the regulatory changes and technical investments, some cultural shifts need to be implemented. And a lot of solutions are digital.
    That’s the job of our guest, Robert Denda. Robert is CEO of Gridspertise, a new company carved out two years ago out of ENEL. Previously, he was Head of Innovation & Industrialization (since June 2021) at the Enel Global Infrastructure and Networks and Head of Network Technology and Innovation (since June 2015) at the same business line of the Enel Group, leading the development of and application of digital grid technologies at the largest privately-owned international operator of power distribution grids, serving 74 million customers.

    Gridspertise today is an independent company jointly controlled by is a 50/50 JV between Enel and investment fund CVC Capital Partners, valued almost 1bnEUR, headquartered in Italy but also present in Spain, Brazil, USA, Germany and Scandinavia the Nordics. Its Enterprise Value was valued 625M EUR at the time of the transaction, with potential deferred payments that could bring the enterprise value up to 1bn EUR.

    Our conversation encompasses several themes, from smart meters to sensors, from cyber security to AI, from performance to business trends. Solutions are being implemented daily to speed up the Energy Transition.

    We thank Amundi, EU largest Asset Manager, for supporting the show
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    32 min
  • 130. Minutes: EVS. Has Tesla lost its Mojo?

    130. Minutes: EVS. Has Tesla lost its Mojo?
    Apr 29 2024
    We hear conflicting messages regarding the status of the EV market. On the bright side, IEA predicts 17mEV to be sold this year, EV and Hybrids reach 50% market share in China for Q1, more than 500 EV models are currently on the market. On the dark side, Tesla and BYD deliveries were down in Q1_24, Tesla revenues were down 9% compared to Q1_23 and the price war has cut the EPS in 2.

    Has Tesla lost its mojo or will Elon refocus and reboot. Lots of announcements, but also a 10% cut in the workforce, and a depressed share price. Meanwhile the “Oil Street Journal” and other publications have been repeating ad nauseum (but falsely) that the EV Story is over.

    In fact, EV sales in Q1 2024 were 21% higher than Q1 2023. China led the way with at 31% growth with the US and Canada at 13%, and EU and EFTA trailing behind at a 7%. Removal of the BEV subsidies in Germany showing their full impact there.

    There are also a lot of questions about protectionism, as Elon Musk just declared that “Chinese automakers would "demolish" most of the world's other car companies if there were no trade barriers. Our observation is generally that the Chinese car companies are the most competitive car companies in the world,"

    To discuss this and the future of the EV market, Laurent brought James Carter. James is a friend of the show and one of the top Auto experts in the world based in Toronto, Canada.

    And Gerard will be back with us next week. He was simply too busy successfully selling our German Rooftop Solar company Febesol to Thermondo. But that is a story for another day.

    The pod has just been named number 1 Energy Transition show. Thank you, guys. We love you all.

    --------

    PS: when referring to our friend Roger Atkins, Laurent said “Shanghai Auto Show”. Oooops its was Beijing Auto China from which he brings back wondrous stories, including a meeting with the legend Robin Zheng, CATL founder.
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    12 min
  • 129. Minutes: Should the West fear or emulate China?

    129. Minutes: Should the West fear or emulate China?
    Apr 22 2024
    Laurent and Gerard have a rapid overview of what’s going on regarding the Energy Transition in China and its political implication in the West.
    Record production of this, record production of that, overcapacity everywhere…
    We babble a lot, rant a bit, and conclude that we need to invite a real expert on the show.
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    10 min
Économie
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