Redefining Energy

• 174. Live from Cambridge – Laurent and Gerard with Pr. David Cebon on Electrifying trucks

  Early March, Gerard and Laurent were invited by the Cambridge University Energy Technology Society (CUETS) for a live session of Redefining Energy.In front of hundreds of attentive students, they had a comprehensive debate with Pr. David Cebon about the Electrification of Trucks. What are the issues (technical, economic) and what are the proposed solutions from Electric roads to batteries?We enjoyed sharing with an enthusiastic crowd at St John's College, Cambridge and give a special thanks to Max Krefting for the flawless organisation.  A memorable evening for all participants.  

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• 173. The politization of Critical Materials - Mar25

  The XXIst century economy will be powered by 'critical minerals' such as lithium, nickel, cobalt, and rare earths. China has spent the past 20 years building a dominant position across the supply chain for these metals.The rest of the world is finally waking up to the economic and geopolitical challenges that this presents and is actively trying to secure the supplies of critical minerals by creating non-Chinese supply chains.Gerard and Laurent sat down with Richard Tite, Chief Investment Officer of TechMet, a critical minerals investment company that is partially owned by the U.S. Government through a series of equity investments by the U.S. International Development Finance Corporation (DFC). TechMet’s portfolio currently includes 10 projects across North America, South America, Africa, and Europe, that produce, process, and recycle critical minerals.How does it work? What are the costs? Can China be countered? Does it succeed?Are Critical Minerals truly critical? They are certainly polarizing.

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• 172. The new age of Energy Security, Flexibility, and Resilience (with Eurelectric)

  Laurent welcomes Kristian Ruby, Secretary General of Eurelectric, to discuss Energy Security, Resilience and Flexibility though the impact of E-Mobility.Energy Security has become a critical issue, especially with the recent sabotage of undersea cables in the Baltic Sea by Russian and Chinese vessels, extreme weather events knocking out a third of the Irish Grid, and Russia’s ongoing attacks on Ukraine’s energy infrastructure.Kristian shares the story of his harrowing visit to a power plant in Ukraine, where DTEK engineers are bravely working through air raids every day to keep the lights on. The conversation expands to cover all aspects of Energy Security as we enter the Age of Electricity, exploring both cyber and physical measures that can be taken to protect energy systems.The discussion also touches on the latest advancements in E-Mobility, including how Vehicle-to-Grid (V2G) technology can provide additional security and offer consumers a chance to earn more revenue.Eurelectric represents a strong, forward-thinking industry that exemplifies resilience and solidarity in the face of challenges.  Join us at Power Summit Brussels 3 and 4 June to discuss those topics and many othersHome - Eurelectric Power Summit 2025

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• 171. PPAs and Tolling: lessons for the future - Mar25

  It has become a tradition to welcome Luca Pedretti, Co-Founder of Pexapark, to the show to discuss the evolving PPA market, especially now that Pexapark has released its annual State of the Market report.Laurent and Gerard are joined by Luca to highlight the key insights from this year’s findings:Corporate PPA demand remains stable, but with new entrantsMore deals, but smaller sizes: The number of transactions increased by 16% (+37 deals), even as total volumes declined.Innovative deal structures on the rise: Hybrid models, such as solar-wind PPAs, multi-buyer/portfolio arrangements, and cross-border agreements, are gaining traction, offering enhanced flexibility and risk-sharing.The continuous rise of 24/7 energy with the need to track and trade GoOsWe also delve into the topic of negative prices, capture prices, and their implications. The conversation extends to Pexapark’s predictions for 2025.Additionally, we explore the growing role of batteries, new tolling agreements, and their impact, along with how batteries are increasingly incorporated into PPAs.Finally, we turn our attention to the US market, discussing Pexapark’s first acquisition of a US company, Renewafi, marking a significant step in Pexapark’s american expansion.    Link to Report: https://pexapark.com/pexapark-renewables-market-outlook-2025/Link to Renewafi: https://www.renewafi.com/

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• 170. Why is the electricity Supercycle unstoppable? Gerard in Davos

  As urgent calls for climate change action continue, an energy supercycle is underway, driven by the increasing need for electrification and digitalization, particularly in high-growth sectors like AI and data centers. Securing a reliable, affordable, and sustainable energy supply to meet this demand is crucial.At the 2025 World Economic Forum Annual Meeting at Davos, Hitachi, Ltd. Executive Chairman Toshiaki Higashihara and Hitachi Energy CEO Andreas Schierenbeck, with Elisabeth V. Vardheim (Statnett) and Gerard Reid (Alexa Capital), participate in a panel discussion on 22 January 2025 to explore the parallels between today’s energy landscape and offer insights into how global stakeholders can drive change to address the climate crises.In summary, how to turn couch potatoes into ironmen.   Laurent’s conclusion is that Davos is a perfect microcosm to capture CEOs’ Zeitgeist. And when you hear a global consensus, like 4 years ago on Net Zero and Climate and this year on AI… then it is probably time to SELL.  This event is part of the Davos Accredited Programme. Full video here https://www.youtube.com/watch?v=vIXafAbc1gc

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