32. Lehman moment, Solar, Hydro Indonesia

FromRedefining Energy - Minutes / Archives 2022-23

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32. Lehman moment, Solar, Hydro Indonesia

FromRedefining Energy - Minutes / Archives 2022-23

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7 minutes

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Sep 11, 2022

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Podcast episode

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Each Sunday, Laurent and Gerard debrief last week's news in the Energy Transition. On the menu:- RIP QE2- Lehman Moments in the European Energy sector- Solar saves the day- Massive Hydro projects in Indonesia financed by China

Released:

Sep 11, 2022

Format:

Podcast episode

Titles in the series (98)

Weekly, Laurent Segalen and Gerard Reid, co-hosts of the Redefining Energy podcast, discuss the main news in the Energy Transition

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10. Gerard in ??, Portugal Solar Auction negative, Direct Air Capture: Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news. This week: - Gerard goes to America and returns upbeat - Portugal floating solar auction goes negative - Mitsui deploys development capital around the world... by Redefining Energy - Minutes / Archives 2022-23
7 min listen
9. Biden brings a knife to a gunfight, Ember Report on Electricity, Orsted: Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week: - Oil/Metals – the Biden Administration brings a knife to a gunfight - China suffers from high international Energy prices - Ember Report on... by Redefining Energy - Minutes / Archives 2022-23
7 min listen
3. The weather, Weaponisation of Energy, Down under: Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week - Warm and Windy weather - Ukraine and the weaponisation of Energy - Australia early retirements of coal plants by Redefining Energy - Minutes / Archives 2022-23
7 min listen
19. Most stupid statement of the year, Communist Brussels, Solar tariffs waived, wind curtailments: Every Sunday, Gerard Reid and Laurent Segalen review the main events of last week in the Energy Transition. On the menu: - Stupid statement by Chevron’s CEO on rising fuel prices - EU Commission goes communist - Biden waives tariffs on solar -... by Redefining Energy - Minutes / Archives 2022-23
6 min listen
18. ESG loses, Home batteries, China’s 14th plan, Rimac: Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news. This week: - Zoom vs ExxonMobil – ESG loses - Home batteries in Germany - The sun rises in Australia - 14th Plan in China: all electrons - Kudos to Rimac –... by Redefining Energy - Minutes / Archives 2022-23
9 min listen
6. Energy market chaos, Nickel, Macquarie, Digital platforms: Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week - Energy market chaos continues, and Energy policies are improvised - Nickel explodes - Nukes extensions - Macquarie expands - Investments in... by Redefining Energy - Minutes / Archives 2022-23
10 min listen
2. BigOil Boys are back in town, Nuclear debacle: Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week - Big Oil boys are back in town - The French nuclear debacle by Redefining Energy - Minutes / Archives 2022-23
6 min listen
26. Super Tesla, Market power reform: Each Sunday, Laurent and Gerard debate the last news in the Energy Transition. On the menu: - Tesla still walking on water - Consolidation in the EV Battery sector - The impossible reform of power markets: UK has a go at it, and Gerard has a strong... by Redefining Energy - Minutes / Archives 2022-23
8 min listen
4. Ukraine Ukraine Ukraine, US wind offshore auction, IEA methane: Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week - Ukraine, Ukraine, Ukraine... but we have decided to do a special Episode on March 1st on the main show Other news - Successful US Offshore Wind... by Redefining Energy - Minutes / Archives 2022-23
5 min listen
17. Expensive fossil fuels, Windfall taxes, Siemens: Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news. This week: - Crazy expensive gasoline and diesel - Windfall taxes and government interventions - Siemens Energy pays a lot to buy out Siemens Gamesa’s... by Redefining Energy - Minutes / Archives 2022-23
8 min listen
23. EDF nationalised, Uniper bailed out, 11GW U.K. renewable auction: Each week, Gerard and Laurent talk about the Energy Transition On the menu: - 100th podcast!!! - The week when the shorts came home to roost. Short power, EDF is nationalised in France and short gas, Uniper is bailed out in Germany - Meanwhile, in... by Redefining Energy - Minutes / Archives 2022-23
6 min listen
15. Party ? at Intersolar, Russian gas train wreck, flaring scandal: Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news. This week: -Gerard and Laurent go to Intersolar, Munich. Party! - Russian gas trainwreck continues and the German government is on the hook - The endless... by Redefining Energy - Minutes / Archives 2022-23
7 min listen
5. Ukraine Energy war, Chevron in biofuels, Floods in Australia, Enercon hacked: Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week - War in Ukraine creates unprecedented chaos on the Energy markets - Not all western Energy companies have exited Russia - Opening of Tesla Berlin... by Redefining Energy - Minutes / Archives 2022-23
8 min listen
1. Welcome to the new show. Carbon prices record high, misery in the wind industry: Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week - record carbon prices - crisis in the wind industry by Redefining Energy - Minutes / Archives 2022-23
6 min listen
27. Four horsemen of the Apocalypse, Coal plant in Turkey, High Integrity Carbon: Each Sunday, Laurent and Gerard debrief last week's main news in the Energy Transition. On the menu: - The four horsemen of the Apocalypse (gas, coal, nuclear, hydro) plague the European Grid - Record profits for Big Oil - New coal plant in... by Redefining Energy - Minutes / Archives 2022-23
8 min listen
20. Special episode on Tesla: Every Sunday, Gerard Reid and Laurent Segalen review the main events of last week in the Energy Transition. On the menu: - a special episode on Tesla by Redefining Energy - Minutes / Archives 2022-23
8 min listen
24. Disgraceful EU Taxonomy, Hydrogen slugfest, LNG Qatar, EVs, Heat Pumps: Gerard and Laurent weekly talk about the Energy Transition. On the menu: - Gas in the EU taxonomy is a disgrace - Heated debate on Hydrogen LINK: https://www.youtube.com/watch?v=cFCxZFFElmQ - Incredible LNG expansion in Qatar - Daikin invests... by Redefining Energy - Minutes / Archives 2022-23
7 min listen
7. Utilities bail-out, Ukraine, E-flying Textron: Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week - Bail-out week for European Utilities - Ukrainian Grid synchronizes with European Grid - Much delayed Finland’s Nuclear plant starts - Textron... by Redefining Energy - Minutes / Archives 2022-23
6 min listen
28. Extraordinary Inflation Reduction Act, largest EU solar park: Each Sunday, Gerard and Laurent discuss last week's main news in the Energy Transition. On the menu: - Mother of all Climate law in the US, the Inflation Reduction Act: IRA = GDC (Global Distribution of Carrots). - UK energy policy is rudderless;... by Redefining Energy - Minutes / Archives 2022-23
8 min listen
13. Russia cuts gas to Poland and Bulgarian(who’s next?), Amazon PPA program, Record closing for Gemini: Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news. This week: - Russia cuts gas to Poland and Bulgaria - Amazon PPA program - Financial close at 2USDbn solar+storage Gemini - Record heatwave in India,... by Redefining Energy - Minutes / Archives 2022-23
7 min listen
39. Equinor above Exxon, China offshore wind: Every Sunday, Gerard and Laurent review last week's news: - Are we back to normality? - Equinor’s quarterly are higher than Exxon’s and Gerard is not happy. - A new offshore wind farm in China, bigger than the North Sea. Wow - And Tesla’s results... by Redefining Energy - Minutes / Archives 2022-23
7 min listen
14. Wind industry in pain, Stanford donation, Shell in India: Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news. This week: - Ocean of pains in the Wind industry - Laurent bursts into Flame - 1bnUSD donation to Stanford for climate - Shell invests big in India's solar... by Redefining Energy - Minutes / Archives 2022-23
9 min listen
44. Dunkelflaute, Oil Caps, EU and IRA, Quebec, Biogas by Redefining Energy - Minutes / Archives 2022-23
8 min listen
21. Energy rationing, Coal has a methane problem, Heat pumps growth by Redefining Energy - Minutes / Archives 2022-23
9 min listen
30. Market melt-up, NATO, Nuclear: Every Sunday, Gerard and Laurent discuss last week's news in the Energy Transition. On the menu (and its is gigantic rant) - European Energy is in melt up, but Olaf and Justin are losing precious time signing BS non-binding Hydrogen agreements -... by Redefining Energy - Minutes / Archives 2022-23
8 min listen
41. Solar parking lots, Nuclear, Winners & Losers of the Energy Transition: Each Sunday, Laurent and Gerard debrief last week's news in the Energy transition: - Good news from France (renewables payback, solar parking lots) - Bad news from France (Nuclear, as always) - Winners and losers of the Energy Transition - COP27... by Redefining Energy - Minutes / Archives 2022-23
7 min listen
8. US LNG exports, GigaBerlin, SEC, Wind farms minting money: Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week: - Who runs US Energy exports? Joe Biden or Charif Souki? - Opening of GigaBerlin - UK wind farms are minting money for the taxpayer - SEC unveils... by Redefining Energy - Minutes / Archives 2022-23
6 min listen
25. Heat waves, Stupid EU Commission, U.K. offshore wind: Each Sunday, Gerard and Laurent review last week's news in the Energy Transition. On the menu: - Blistering heatwaves causes havoc in strained energy systems - A stupid gas proposal by the EU commission because Brussels is flying blind - UK... by Redefining Energy - Minutes / Archives 2022-23
9 min listen
11. China leader in Renewables (and Coal), Germany Mike Tyson or George’s Patton?, low hydro levels: Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news. This week: - China's staggering growth in renewables (and coal) - Can India catch up with China? - Germany new Energy plan: Georges Patton or Mike Tyson? -... by Redefining Energy - Minutes / Archives 2022-23
8 min listen
16. Repower EU, ESG ?? , EDF meltdown, KKR big acquisition: Gerard and Laurent talk weekly about their main take-aways in the Energy Transition news. This week: - RePower Europe is really about Hydrogen - ESG & Tesla: “Extra Stupid Garbage” - EDF endless meltdown - KKR 2bnUSD acquisition of Contour Global by Redefining Energy - Minutes / Archives 2022-23
8 min listen

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98. Redefining Energy Awards for 2023 (incl. Book of the Year): 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 the Year - BYD - Start Up of... by Redefining Energy - Minutes / Archives 2022-23
13 min listen
97. EV China, COP 28, Lithium crash, EDF alone. Masdar offshore wind, short list Book of the Year: Every Sunday, Laurent and Gerard discuss last week’s news in the Energy Transition. On the menu: - Number of the week: 1 million EV produced in China in November - COP 28: great success or “nothingburger”? - Lithium crash (-80% YTD) - EDF alone to... by Redefining Energy - Minutes / Archives 2022-23
10 min listen
96. Live from COP28 in Dubai. With Bruce Douglas, CEO Global Renewable Alliance, on 3xRenewables: 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... by Redefining Energy - Minutes / Archives 2022-23
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95. COP28, Solar, Deals, Biomass, Refineries, Sodium batteries, Brookfields, Capital Raise: Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu this week: - COP28 is on - Largest solar plant in the world – 2GW Abu Dhabi - Mega deals (Lightsourcebp, Statkraft) - Collapses of Enviva and EU... by Redefining Energy - Minutes / Archives 2022-23
11 min listen
94. Special episode on EVs. Pivotal year!: 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. - Global trends (Market +34% ytd) reaching 14m EV in 2023... by Redefining Energy - Minutes / Archives 2022-23
8 min listen
93. LNG dispute, EDF, Karlsruhe, EU Methane, UK Hydrogen, Wind farm, ESG coal and gas, Geothermal, SAF: Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu (a long episode this week): - Transatlantic dispute on LNG pricing: 18bnUSD - Government interventions: France, Germany, EU, UK with different outcomes -... by Redefining Energy - Minutes / Archives 2022-23
13 min listen
92. NuScale and Plug Power (the end for SMR and Fuel Cells), Portugal, EQT batteries: Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu: - Final implosion for SMR and Fuel Cells: NuScale and Plug Power are on their way to oblivion - Lithium and Hydrogen corruption cases bring down the... by Redefining Energy - Minutes / Archives 2022-23
6 min listen
91. Solar boom, Orsted bust, US Offshore Wind debacle, Tesla Chargers, Jenny Chase: Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu: · - The Solar boom is unbelievable: 22GW shipped by Jinko in Q3 - Orsted crash and the US Offshore Wind Industry debacle - Tesla sells... by Redefining Energy - Minutes / Archives 2022-23
7 min listen
90. Siemens, RESource, Standard Oil, Offshore Wind, SMR SPAC, Hydrogen Ladder: Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu: - Siemens Energy bailed out - RESource, annual conference on PPAs, beats all records - Chevron acquires Hess. Rockefeller is immortal - Offshore Wind... by Redefining Energy - Minutes / Archives 2022-23
8 min listen
89. Solar and Storage, EV SPAC, Tesla Q3, EV Charging, Batteries Texas, RE-Source Amsterdam: Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition. On the menu: - Number of the week: 3 - Solar and Storage are booming at Birmingham show. - Huge inventories of Solar panels - VinFast: Pump and dump EV SPAC -... by Redefining Energy - Minutes / Archives 2022-23
8 min listen
88. ExxonMobil mega deal, EU Directive on Renewables, Hydrogen, Offshore Wind Doggerbank, Geopolitics, Trove Research, MyEnergy.: 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... by Redefining Energy - Minutes / Archives 2022-23
8 min listen
87. Grid at WEF, Brookfield, Quinbrook, Tesla vs. BYD, GM CTO out, Norway EVs, CBAM: 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... by Redefining Energy - Minutes / Archives 2022-23
8 min listen
86. Energy Storage Awards, Start Ups fund raising, Tesla Semi, Hydrogens dries up, Batteries investments.: Every Sunday, Laurent and Gerard debrief last week’s news in the Energy Transition. This week on the menu: - Laurent celebrates developers at the British Energy Storage Awards Ceremony (winners: Zenobe, Fluence, Habitat, Gore Street); - Great Energy... by Redefining Energy - Minutes / Archives 2022-23
8 min listen
85. Gerard in Las Vegas, Solar smiles while Wind cries, batteries, subsidies, Australia 70% green: Every Sunday, Gerard and Laurent discuss the latest news in the Energy Transition. This week on the menu: - Gerard goes to RE+ Las Vegas and get hacked - While solar and batteries thrive, wind cries (our London conference) - There is always... by Redefining Energy - Minutes / Archives 2022-23
8 min listen
84. The current state of play in infrastructure investing, higher rates, consolidation, volatility. Also, a deep dive on EV charging: 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. - High interest rates are harming the infrastructure investment case through a... by Redefining Energy - Minutes / Archives 2022-23
11 min listen
83. Batteries and Solar overcapacities lead to price collapse; Munich auto show; Lithium M Green Steel: 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: - Chinese overinvestment in batteries and solar is triggering price collapses, forcing OECD... by Redefining Energy - Minutes / Archives 2022-23
9 min listen
82. Headwinds for wind, Octopus masterpiece, Redwood raises money, BYD buys Jabil, Crazy Ozzy Pumped Hydro: Every Sunday, Gerard and Laurent revisit last week's news in the Energy Transition. On the Menu: - Wind: The Bad, the Bad and the Ugly. Orsted, Siemens… - Octopus takes on millions of Shell customers in UK and Germany - Battery recycling gets... by Redefining Energy - Minutes / Archives 2022-23
10 min listen
81. Climate Change and its economic impacts, Texas, Weird Energy markets, Northvolt: Every Sunday, Gerard and Laurent discuss the main news of the Energy Transition. On the menu: - The dramatic effects of Climate Change and its direct economic impacts, from Canada to the US to China to Panama - Weird commodities markets. The time of... by Redefining Energy - Minutes / Archives 2022-23
9 min listen
80. IRA first anniversary, the folly of DAC, CATL, VinFast, Russian Uranium: 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... by Redefining Energy - Minutes / Archives 2022-23
11 min listen
79. Choice vs Necessity: Nuclear US vs China, Proterra vs BYD, Zombie EVs, Hydrogen trains, Electric Yangtze River: 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 -... by Redefining Energy - Minutes / Archives 2022-23
8 min listen
78. A Summer Special on Sustainable Aviation with David Calhoun, CEO Boeing, on the Check 6 podcast: Every Sunday, Laurent and Gerard debrief news on the Energy Transition. This week, a quick Summer Special on Sustainable Aviation with an excerpt from an interview of David Calhoun, CEO Boeing (on the Check6 podcast) and our comments on SAF and... by Redefining Energy - Minutes / Archives 2022-23
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76. Government interventions, Vattenfall stalls offshore, Subsea interconnectors, Shell and ExxonMobil vs BP and Total, Tesla invincible: Gerard is back. With Laurent, they weekly debrief the news in the Energy Transition. On the menu: - David vs Goliath – Epilogue: We are apparently “woke” - Government interventions in the Energy Sector (Poland, France, UK) - It’s the summer of... by Redefining Energy - Minutes / Archives 2022-23
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8 min listen
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70. Intersolar, EcoSummit, Ep100, EBuses, Suncable, MKopa, Hydrogen: Every Sunday, Laurent and Gerard debrief last week news in the Energy Transition. On the menu: - The coming week, 3 great events: Intersolar Munich, Berlin EcoSummit… and the Episode 100 of the main show - Sale of EBuses in Europe overtake Diesel -... by Redefining Energy - Minutes / Archives 2022-23
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69. Solar melts power prices, coal exit, Denmark Offshore Wind, Ford capitulates, UK Solar Summit: Every Sunday, Gerard and Laurent debriefs last week in the Energy Transition: On the menu: - Energy prices meltdown in Europe: negative prices and coal is shipped back to Africa - IEA is (finally) bullish renewables - Denmark huge offshore wind plan... by Redefining Energy - Minutes / Archives 2022-23
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32. Lehman moment, Solar, Hydro Indonesia

32. Lehman moment, Solar, Hydro Indonesia

Description

Titles in the series (98)

More Episodes from Redefining Energy - Minutes / Archives 2022-23