Redefining Energy

The future of Sustainable Aviation is a very hot topic, but there are currently more questions than answers:
How much of the aviation can be electrified? Will innovation come from start-ups teaming up with VCs or large OEMs? What new systems will have to be designed and certified? Is Hydrogen a solution or a fantasy? What role will biofuels and e-fuels play?
To enrich the debate, Gerard and Laurent have invited Toby McCann to assess the various routes. Toby McCann is an Aviator and an Aircraft Engineering manager at Thales, veteran of the Fleet Air Arm with over 25 years' operating around the globe. He is also one of the top experts in Sustainable Aviation.

Toby McCann: https://www.linkedin.com/in/tobymccann/
List of all new Electric planes starts ups: https://aamrealityindex.com/
Look at this beauty: https://www.faradair.com/

A great thanks to Aquila Capital for supporting the show: https://www.aquila-capital.de/en/

2020 has proven a turning point in the EV market, and the trend is accelerating in 2021: more models, stronger public policies, mass roll-out of charging infrastructure, and a 300bnUSD race to catch up on Tesla.

What’s the current state of play in the EV market? Among the OEMs, which are the Tesla challengers, and which are the laggards? Do the SPACs have any future? What are the Chinese up to? What to think about innovative outsiders such as Rivian and Rimac? What about vertical integration, software developments, autonomy, and new services?

A refreshing open conversation with our friend James Carter, a 25-year veteran of the Automotive industry and recognized sharpest mind on the future of mobility.
https://www.linkedin.com/in/jamescartertoronto/

Check our friends:
Benchmark Mineral Intelligence: https://www.benchmarkminerals.com/
Rho Motion: https://rhomotion.com/

A great thanks to Aquila Capital for supporting the show: https://www.aquila-capital.de/en/

The development of renewables has made power markets much more volatile, hence “volatility is the new gold”. Harnessing that volatility requires skills much beyond the traditional Energy Trader’s capabilities: welcome to the new digital energy trading system.
To discuss those changes, we are invited Peter Bance, CEO of Origami. Origami’s patented technology enables energy companies to seamlessly bring together real-time data from physical assets, financial markets, and existing customer systems to optimise power trading.
Peter offers us a view into a new type of Energy Trading where the Grid is dominated by Renewables.

Thanks again to our partner, Aquila Capital
https://www.aquila-capital.de/en/

Navigating the Energy Transition for an Oil Major is not that simple. Decades-old simple centralised molecules energy systems are making way to decentralised electrons models. Some Oil Majors have simply decided to ignore the Energy transition, others - like Shell - are trying to adapt their business to it.
A trading company by DNA, Shell has decided to mostly focus its strengths on the mid-stream and downstream segments. New businesses are being launched or acquired, centred around digital, trading, Virtual Power Plants (VPP) and EV charging.
It is still early days to conclude if Shell will be able to ride the Energy Transition, but some green shoots, under the leadership of our guest, Ulrika Wising, Global VP Customer Solutions at Shell Renewables & Energy Solutions, are certainly promising.
Will Oil Majors turn into Energy Majors? For once Gerard and Laurent disagree on pretty much everything!
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Thank you to our partner Aquila Capital
https://www.aquila-capital.de/en/

Germany is rightly portrayed as a pioneer in the development of wind and solar. For the past two decades, the German government has granted a) a very stable framework b) very generous terms to renewables. And the “Energiewende” (the Energy Transition) as this policy is named, has delivered exceptional results, as the share of renewables has jumped from 6% to 50% of the electricity mix.
But the cost to consumers has been significant. German Energy policy is very political and there is a lot of money flowing around without much consideration for economic realities.
As the German Green party is expected to become an ever-dominant political actor, especially in view of the Autumn 2021 elections, we wanted to have a conversation with one of its most prominent inspirers: Patrick Graichen, who – after a long career in the German Ministry of Energy and Environment – leads the Agora Energiewende think tank.
Where is the Energiewende today? What lessons can we learn from the past? How would a green-inspired Energy Transition continue to evolve both for Germany and Europe? Patrick delivers a unique insight into the future of the Energiewende.

Agora-Energiewende: https://www.agora-energiewende.de/en/

Thanks to our partner - Aquila Capital: https://www.aquila-capital.de/en/

While coal is being phased out in Europe and America, it is still the dominant source of energy in Asia. Why is that? And how will the situation evolve? Is there any teeth behind the net zero pledges for the second part of the century? In other words, is coal here to stay in Asia or has the tide started to turn?
There is no better expert on the subject that Tim Buckley, Director of Energy Finance Studies at IEEFA (The Institute for Energy Economics and Financial Analysis), a thinktank examining issues related to energy markets, trends, and policies.
With Tim, we discover that the debate is much more than about pure climate change: it is about growth, jobs, energy security and technology. We end up with a positive message: it is really the beginning of the end for coal in Asia.

Thank you to Aquila Capital for supporting the show
https://www.aquila-capital.de/en/

Links to IEEFA
Tim Buckley https://www.linkedin.com/in/tim-buckley-0a654313/
IEEFA https://ieefa.org/

Ember Climate
https://ember-climate.org/

And finally, our hero from down under
Pablo Brait https://www.linkedin.com/in/pablo-brait-37a716117/

“Sorry, I’m getting emotional when it comes to smart meters”. Part of Eurelectric’ s Power Summit 2021, we have had a great conversation with Dr Leonhard Birnbaum, the new CEO of E.ON.
E.ON is a massive German Utility that has spent the last decade (aka “the lost decade”) selling its coal plants, exiting from nuclear and swapping assets with ex rival RWE. After this reinvention, E.ON can now face the 2020’s with a strong balance sheet and a clear strategy. How to make the most of its two main businesses, retail and networks? What is the impact of digitisation (EV charging, smart meters) on its revenue model? Will it have to adopt a more aggressive strategy than just deleveraging and distributing dividends? To summarise: is E.ON going to be a prey or a predator?
Dr Leonhard Birnbaum faces all our questions with humour, humility, and comes up with a clear vision for his company.
We would like to thank Kristian Ruby and the talented team of Eurelectric for organising the debate. https://www.eurelectric.org/
We thank our partner Aquila Capital for supporting the show - https://www.aquila-capital.de/en/
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Follow the show on Twitter
@Redef_Energy

The energy retail sector is also experiencing its version of the energy transition, where incumbents with legacy systems are challenged by new entrants rolling out ground-breaking digital platforms.
Beyond the digital supremacy, disruptors bring a new approach to consumers' needs, much closer to Amazon than a Utility. We have invited one of the leading new entrants, Greg Jackson, CEO of Octopus Energy, to discuss innovations, new pricings systems, and its tech, called “Kraken”. Greg explains how to overcome regulatory hurdles which are benefiting the established companies and shares with us how he is on the cusp of conquering the world from its base of 20m clients.

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We thank our partner Aquila Capital for supporting the show - https://www.aquila-capital.de/en/
10GW portfolio! Fantastic.

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Finally, thanks to Rosie Barnes, you can also see us on Youtube!
https://www.youtube.com/watch?app=desktop&v=6B65dYBxIgU

China manufactures 2/3 of the world’s solar panels and 2/3 of the world’s batteries. How does it look on the ground? What technological advances do Chinese companies have and what does it means for the future?
There is no better source of knowledge on the subject of Solar and Batteries that someone based in China and whose teams are inspecting hundreds of factories. This is for real; and, as usual in China, dynamics are complex… but the results are staggering.
Andy Klump, CEO of CEA (Clean Energy Associates) share with Gerard and Laurent his world-class expertise of what’s happening in the solar and battery industries. The conversation also delves into ESG, carbon content and traceability questions. Ever declining costs are a very positive message for the Energy Transition.
Thank you to Aquila Capital (https://www.aquila-capital.de/en/) for supporting the show.

In Episode 47, we dive into the exponential development of batteries into the Grid: the Energy Storage industry is doubling size every year. One of the key market is the UK, where the market is expected to x10 this decade because of the rise of renewables, the electrification of transport and heating, and the need for an ever-greater resiliency.
We wanted to discuss the various aspects of investing in Batteries with Ben Guest, Managing Director at Gresham House, a very talented and innovative Infrastructure Asset Manager. What are the opportunities and the challenges to invest in Batteries from a technical, digital and equity points of view? What are the revenues and how will they evolve? Where is the technology leading us? And so much more is the truly enlightening episode
We thank Aquila Capital for supporting the show!
https://www.aquila-capital.de/en/