Location:
United States
Description:
These are the 2022-23 Archives of Redefining Minutes. You can now find our Minutes every other Monday on the Redefining Energy main show.
Language:
English
Episodes
98. Redefining Energy Awards for 2023 (incl. Book of the Year)
12/25/2023
Final Episode on the Redefining Energy MINUTES channel.
We are moving to the main channel in 2024 (That’s why we also publish this Episode on the main channel.)
Here are the Redefining Energy Awards for 2023:
Company of theStart Up of the YearDeal of the YearTrade of the YearScandal of the YearPerson of the YearStupidest Quote of the Yearhttps://youtu.be/9EASYmElZuU?si=ygpWeT5FeUsQ0e26Book of the Year:
Happy New Year to all our Listeners.
Thank you for your unwavering confidence! And we will see you again on the 2nd of January 2024 for our famous Predictions 2024!
Duration:00:13:28
97. EV China, COP 28, Lithium crash, EDF alone. Masdar offshore wind, short list Book of the Year
12/16/2023
Every Sunday, Laurent and Gerard discuss last week’s news in the Energy Transition.
On the menu:
And our short list for “Book of the Year”, winner to be revealed for Boxing Day
Duration:00:09:31
96. Live from COP28 in Dubai. With Bruce Douglas, CEO Global Renewable Alliance, on 3xRenewables
12/9/2023
This Sunday, a Special Episode.
We are going live to COP28 in Dubai.
Our special guest is Bruce Douglas, CEO Global Renewable Alliance, who is spearheading the effort around the key message “Double down, Triple Up” or how we will decarbonise by tripling renewables by the end of the decade.
Bruce tells us how it is on the ground, how he is having the busiest week of his life, and how the positive message is now being relayed by hundreds of Heads of State and key business decision makers.
"COP28 text finally agreed - this is HUGE! Massive gratitude to everyone who made this possible 🙏 - proudest moment of my career so far... 😍
“The inclusion of tripling renewables in the final COP28 text is unprecedented and signals the start of a massive clean energy revolution. It is the first time all nations have recognised renewable energy as the main solution to the climate crisis, representing a paradigm shift in the energy transition."
Duration:00:11:07
95. COP28, Solar, Deals, Biomass, Refineries, Sodium batteries, Brookfields, Capital Raise
12/2/2023
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu this week:
Listen to Jenny Chase on Volts – all you ever wanted to know about Solar
https://podcasts.apple.com/gb/podcast/switched-on/id1469286286?i=1000635780346
Duration:00:11:14
94. Special episode on EVs. Pivotal year!
11/25/2023
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.
On the menu this week, a special episode on EVs, a sector which is reaching a turning point this year.
Duration:00:08:01
93. LNG dispute, EDF, Karlsruhe, EU Methane, UK Hydrogen, Wind farm, ESG coal and gas, Geothermal, SAF
11/18/2023
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.
On the menu (a long episode this week):
Duration:00:12:50
92. NuScale and Plug Power (the end for SMR and Fuel Cells), Portugal, EQT batteries
11/11/2023
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.
On the menu:
Duration:00:05:53
91. Solar boom, Orsted bust, US Offshore Wind debacle, Tesla Chargers, Jenny Chase
11/4/2023
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.
On the menu: ·
https://x.com/solar_chase/status/1718296264981270840?s=20
Duration:00:07:26
90. Siemens Energy, RESource, Standard Oil, Offshore Wind, SMR SPAC, Hydrogen Ladder
10/28/2023
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.
On the menu:
Duration:00:07:44
89. Solar and Storage, EV SPAC, Tesla Q3, EV Charging, Batteries Texas, RE-Source Amsterdam
10/21/2023
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.
On the menu:
Duration:00:07:45
88. ExxonMobil mega deal, EU Directive on Renewables, Hydrogen, Offshore Wind Doggerbank, Geopolitics, Trove Research, MyEnergi.
10/14/2023
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.
On the menu:
– Mega Oil deal ExxonMobil acquires Pioneer for 60bnUSD
– New EU Renewables directive (targets, SAF, Green Hydrogen)
– Doggerbank 3.6GW offshore wind energized
– Poland first offshore wind FID
– Geopolitics weighs heavy on the gas markets (Ukraine, Israel, Estonia)
– Trove Research acquired by MSCI
– MyEnergi does a great round with Energy Impact Partners
Duration:00:08:04
87. Grid at WEF, Brookfield, Quinbrook, Tesla vs. BYD, GM CTO out, Norway EVs, CBAM
10/7/2023
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu:
– Gerard at the World Economic Forum talks grid reorganisation and financing
– Big capital operations (Brookfield, Quinbrook, Partners Group)
– BYD on the heels of Tesla while GM sacks its CTO after a month
– Norway goes 93% EV in September
– Not sure if Carbon Border Adjustment Mechanism (CBAM) will be effective but bureaucracy certainly strives. CBAM: Corporate Bureaucracy At Maximum
Duration:00:08:12
86. Energy Storage Awards, Start Ups fund raising, Tesla Semi, Hydrogens dries up, Batteries investments.
9/30/2023
Every Sunday, Laurent and Gerard debrief last week’s news in the Energy Transition. This week on the menu:
Duration:00:07:56
85. Gerard in Las Vegas, Solar smiles while Wind cries, batteries, subsidies, Australia 70% green
9/23/2023
Every Sunday, Gerard and Laurent discuss the latest news in the Energy Transition. This week on the menu:
Duration:00:07:43
84. The current state of play in infrastructure investing, higher rates, consolidation, volatility. Also, a deep dive on EV charging
9/16/2023
Every Sunday, Laurent and Gerard discuss the #energytransition news.
This week, we pause to look at the new normal in the Energy Infrastructure Investment landscape.
We also make a deep dive on the EV charging space. And in the US, Tesla has obliterated the competition and is building for itself a very lucrative monopoly by owning the sole standard.
Duration:00:10:36
83. Batteries and Solar overcapacities lead to price collapse; Munich auto show; Lithium M&A; Green Steel
9/9/2023
Every Sunday, Gerard and Laurent discuss last week’s news in the Energy Transition (sorry poor audio, we recorded at the last minute).
On the Menu:
Duration:00:08:38
82. Headwinds for wind, Octopus masterpiece, Redwood raises money, BYD buys Jabil, Crazy Ozzy Pumped Hydro
9/2/2023
Every Sunday, Gerard and Laurent revisit last week's news in the Energy Transition.
On the Menu:
Duration:00:09:40
81. Climate Change and its economic impacts, Texas, Weird Energy markets, Northvolt
8/26/2023
Every Sunday, Gerard and Laurent discuss the main news of the Energy Transition. On the menu:
Duration:00:08:53
80. IRA first anniversary, the folly of DAC, CATL, VinFast, Russian Uranium
8/19/2023
Every Sunday, Laurent and Gerard debrief the main news in the Energy Transition. On the menu:
- Inflation Reduction Act celebrates its first anniversary. Glass 60% full
- Direct Air Capture has the best lobbyists, but is dreadful (see below for additional material)
- CATL leaps ahead - 400km charge in 10mns!!!!
- EV SPACs. Not a great track record.
- From Russia with love: Uranium, caviar and vodka. Which of these 3 is not sanctioned?
Excellent papers on Direct Air Capture:
Michael Barnard: https://cleantechnica.com/2023/08/16/carbon-engineering-was-always-a-figleaf-for-fossil-fuel-industry-now-its-owned-outright-by-them/
Paul Martin: Why Direct Air Capture Sucks (and not in a good way!)
https://www.linkedin.com/pulse/why-direct-air-capture-sucks-good-way-paul-martin
Duration:00:10:31
79. Choice vs Necessity: Nuclear US vs China, Proterra vs BYD, Zombie EVs, Hydrogen trains, Electric Yangtze River
8/12/2023
Even during the Summer, Laurent and Gerard manage to convene once a week to discuss the latest Energy Transition news. On the menu:
- Why is Nuclear 4x more expensive in the US than China?
- Proterra vs BYD, the tale of 2 electric buses companies
- Lucid doomed while Rivian might survive
- Hydrogen trains: “Nein danke”
- Electrifying the Yangtze river
Duration:00:07:40