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Redefining Energy

Redefining Energy

Auteur(s): Laurent Segalen and Gerard Reid
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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
  • 195. The Battery Doctor - Sep25
    Sep 15 2025
    Battery technology lies at the core of the global energy transition, but managing and optimizing battery systems has become a highly specialized discipline. ACCURE is a cutting-edge startup that is redefining how batteries are monitored and operated.

    Using artificial intelligence, advanced sensors, and deep electrochemical expertise, ACCURE has established itself in the field of predictive battery analytics. The company currently supports over 6 gigawatt-hours of battery systems across various sectors including electric vehicles, grid-scale energy storage, marine applications, and insurance.

    In this episode, Gerard and Laurent are joined by Dr. Kai-Philipp Kairies, CEO and co-founder of ACCURE, to explore How cloud-based analytics are driving advancements in battery safety, performance, and longevity.

    The conversation delves into the electrochemical processes occurring inside batteries and how sensors provide critical insights. We also examine the role of Battery Management Systems (BMS) and Energy Management Systems (EMS) as the digital infrastructure of battery operation and how predictive analytics represents a new category of operational capability for battery fleets.

    From early warning systems that prevent thermal runaway to precise lifetime predictions that influence asset financing, ACCURE demonstrates how data-driven insights can transform battery systems into safer, more efficient, and more profitable energy assets.

    Laurent and Gerard enjoy having dynamic start-ups on the show, that foster the Energy Transition.
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    30 min
  • 194. Next-Gen Weather Forecasting: AI, Satellites, and Drones - Sep25
    Sep 8 2025
    Water, wind, sunlight — the driving forces behind renewable energy. The better we can predict them, the more we can accelerate progress and reduce risk.

    Weather forecasting is undergoing a quantum leap, powered by breakthroughs in satellites, drones, and artificial intelligence. Once the exclusive domain of national weather services, the industry is now being transformed by a new wave of tech-driven startups. And the market is booming.

    In this episode, Laurent and Gerard welcome Dr. Martin J. Fengler, a German mathematician and the founder and CEO of Meteomatics AG. Based in Switzerland, Meteomatics is a cutting-edge weather technology company with over 130 employees and a client base of 600 — including high-profile names like NASA, Lockheed Martin, Toyota, Tesla, and numerous utility companies. About 25% of its clients are in the energy sector.

    Meteomatics stands out not only for its AI-driven weather models but also for its proprietary fleet of weather drones, capable of flying up to 6 kilometres high, delivering ultra-precise atmospheric data. The company has raised over $35 million in venture capital to date.

    In our conversation, we explore the future of weather tech, its role in tackling climate change, the growing risks of extreme weather, surprising use cases — and yes, even wind theft.

    Heads up: This one’s for the geeks.

    And at the end, Laurent sings for Lisa
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    27 min
  • 193. The Seven Deadly Sins of the Energy Transition
    Sep 1 2025
    Three wise men met and discussed the Seven Sins of The Energy Transition. Laurent, Gerard and Michael dissect seven sectors that have captured attention, investments and public money and are at best dead ends, at worst disasters waiting to happen.
    1. Greed — “Subsidy Mining in a Lab Coat” (Carbon Capture & Direct Air Capture)
      A capital-intensive detour that soaks up public money while delivering trivial abatement at extreme cost, great PR for incumbents, weak climate math.
    2. Gluttony — “Three Kilowatt-Hours to Move One” (Hydrogen-for-Energy)
      An energy-wasting appetite: make H₂ with clean power, then throw most of that power away moving, compressing, liquefying, and reconverting it—useful only in narrow industrial niches.
    3. Sloth — “Always ‘On Time’ by 2040” (Small Modular Reactors)
      Perma-prototype promises that stay years late and dollars short while wind, solar, and storage deploy at scale now.
    4. Pride — “We Will Bottle the Sun” (Fusion Salvationism)
      Technological hubris as strategy: a captivating physics quest, but not a climate plan for the 2030s. Invest in science, don’t budget on miracles.
    5. Lust — “Drop-In Fantasies for Every Engine” (Biofuels-Everywhere)
      The seductive promise of pouring yesterday’s fuels into tomorrow’s problems; keep them for hard-to-electrify edges, not as a universal fix.
    6. Wrath — “Culture War at Sea” (America’s Offshore-Wind Own-Goals)
      Ideological backlash, litigation, and policy whiplash torch viable projects and local supply chains while the rest of the world builds.
    7. Envy — “Green Halo by Checkbox” (ESG Box-Ticking)
      Chasing ratings and labels instead of real-world decarbonization and cash-flow-relevant risk; better to separate E, S, and G and measure outcomes
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    30 min
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