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Redefining Energy

Redefining Energy

Auteur(s): Laurent Segalen and Gerard Reid
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À propos de cet audio

 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_EnergyLaurent Segalen and Gerard Reid Économie
Épisodes
  • 204. Live from COP30 – WTFFF and Other Tales from the Amazon

    204. Live from COP30 – WTFFF and Other Tales from the Amazon
    Nov 17 2025
    Laurent sits down with Bruce Douglas, CEO of the Global Renewable Alliance, for a live conversation from COP30 in Belém, Brazil.

    They explore how COP30 is structured, the role of the Global Renewable Alliance, and the dynamics among participants. The 800-pound gorilla in the room—the United States—hasn’t derailed the negotiations, but one might ask: does it really matter? The real action, Bruce explains, takes place in the Blue Zone and the Green Zone, rather than in the endless debates over whether the final text will call to “phase out,” “phase down,” or “phase up” fossil fuels.

    With investments in clean technologies now triple those in fossil fuels, the global momentum toward renewables seems unstoppable.

    The COP text, increasingly, feels symbolic—if not irrelevant. Together, Laurent and Bruce celebrate the ongoing success of bottom-up implementation and the steady deployment of proven technologies, rather than top-down grand initiatives.

    They also touch on a new forestry initiative, TFFF—dubbed “WTF-FF” by Laurent—which, they suspect, may fade away like tears in the rain. Packed with anecdotes about the Amazon rainforest, chaotic logistics, Saudi Arabia’s surprising investments in boxing, and other quirky insights, this episode strikes an optimistic tone.

    Whatever COP30’s final declaration may say, one thing is clear: renewables have already won.
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    20 min
  • 203. Peak Solar - nov25

    203. Peak Solar - nov25
    Nov 10 2025
    Solar energy has experienced explosive growth over the past five years — doubling in capacity outside of China and quadrupling within China. But with this rapid expansion come new concerns: Are we scaling too quickly? And is the proliferation of solar now starting to strain power grids, creating more problems than solutions?

    Enter the concept of the “3 Cs” — Congestion, Curtailment, and Cannibalization — a term coined by Richard Sverisson at Montel. It captures the growing pains of an energy system being transformed at unprecedented speed.

    To unpack this, Laurent and Gerard welcome one of the world’s leading voices in solar energy: Sam Wilkinson, Head of Renewables at S&P Global Commodity Insights. Sam leads a team of 20 global experts focused on analysing and forecasting trends across renewable energy markets, policy, and infrastructure. Their insights, developed in close collaboration with industry stakeholders, are critical for understanding where the solar market is heading.

    Notably, Sam and his team are forecasting a 100GW decline in new solar capacity in 2026 compared to 2025 — introducing the idea of "Peak Solar."

    In this conversation, we explore what “peak solar” really means: its causes, how it might unfold, and the ripple effects on the global supply chain. But it’s not all bad news. Market consolidation, geographic diversification, and ongoing innovation in solar technology are helping the industry navigate challenges. As costs continue to fall and accessibility improves, solar remains a cornerstone of the global energy transition.

    Expect a technical yet insightful discussion on the current headwinds — and future opportunities — in the solar energy sector.
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    29 min
  • 202. The US Power Industry Mismatch: Large Load Growth vs. Investment Capital - Nov25

    202. The US Power Industry Mismatch: Large Load Growth vs. Investment Capital - Nov25
    Nov 3 2025
    Laurent and Gerard have an explosive conversation with Bryan Long, Executive Director in JPMorgan’s Commodities Group.
    They explore why U.S. energy market signals are failing to support new capacity investments, despite soaring demand (especially from datacenters). Key issues include misaligned pricing, liquidity constraints, and hedging challenges, all of which deter long-term private capital.

    Key Takeaways: Current price signals don’t support investment in new generation, even as large load growth (e.g., datacenters) is accelerating. Market structures must evolve to better reflect long-term price signals and attract private capital. Supply-side issues: New natural gas peakers and battery storage (BESS) face fragmented development, rising CAPEX, procurement delays, and tariff risks. Industry response: Major consolidation in the IPP space—private equity-backed assets are being acquired by integrated players seeking scale for hyperscaler deals.
    Possible solutions may include Repricing of forward curves, Government-backed long-term contracts, Regulatory reforms, Technological advancements Bottom line: Something must shift—be it policy, pricing, or tech—to align investment incentives with future demand growth. The next several years should be great for traders in the middle of the action.

    Conclusion: Between the Large Load Growth and the Investment Capital, who will blink first?
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    Bryan Long is an Executive Director in JPMorgan’s Commodities Group, focused on wholesale power & renewable energy transactions. With 20yrs+ experience across various U.S. Power trading, origination and management roles, he has deep understandings of electricity market structures.
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    28 min
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