🎙Redefining Energy

🎙️Ep165: Our Predictions for 2025 #applepodcast https://lnkd.in/dhTv48S #spotify https://lnkd.in/ditGthT   Happy new year to all our listeners. It has become a tradition for the first episode of the year: Gerard Reid , Laurent Segalen and Michael Barnard present their 2025 Predictions in the Energy Transition. Here are the predictions that were made a year ago. 1. Stellantis will outsource its EV production in China 2. Politics: Elections in 2024 could derail the Energy Transition 3. Oversupply of everything energy related – Prices are going down 4. Stronger top-down governance of Transmission and Interconnection 5. The return of Clean Energy shares 6. China will gain massive international market in Wind and EVs   Winner for best predictions is Michael Barnard, and the loser is Laurent (as usual)!   And here are our 6 predictions for 2025: 1. Oil production down in the US 2. Oil prices will hit 40USD/bl 3. Geopolitics, stressed supply chains and Energy bonanza will bring a more innovative and better world 4. A bloodbath for Hydrogen in the Transportation sector 5. Record installation of Solar (700GW), EVs (20m) and Batteries (200GWh) 6. The end of all financial products labelled ESG, Climate and Carbon We wish all our listeners an excellent year 2025 and we love you all.

🎙️Ep164: 2024 Wrap up - Successes, Surprises and Shocks #applepodcast https://lnkd.in/dhTv48S #spotify https://lnkd.in/ditGthT Merry Christmas. This is our last Episode of the Year where Laurent Segalen and Gerard Reid summarise what impressed them, surprised them and shocked them. AI, Hydrogen, Renewables, USA vs Europe vs China, Climate. What worked, what did not work. 2024 is a year that will be remembered at pivotal in so many aspects. We salute our friends, our influencers and unveil our book of the year: “The coming wave” by Mustafa Suleyman, not purely about Energy, but about the digital transformation that is revolutionising the world. Laurent and Gerard wish our listeners wonderful year end celebrations and… Buckle up for 2025. ---- Our most cherished influencers EV James Carter Tom T. Michael Dunne @Kyle Chan Roger Atkins Corey Cantor Felix Hamer Solar Jenny Chase Wind Rosemary Barnes Batteries and Supply Chain Aaron Wade Cormac O'Laoire, PhD Chris Berry Matt Fernley Simon Moores Joe Lowry Power Markets Stephen Woodhouse Julien Jomaux Lion Hirth Emeric de Vigan Ember Dave Jones Pexapark for PPAs Modo Energy for Stationary Storage Hydrogen Paul Martin David Cebon Tom Baxter (Sorry for the ones we forgot ... next year)

🎤 Redefining Energy TECH - Ep42: The HVDC Grid Revolution (2/2) #applepodcast https://lnkd.in/ekHZU8Mt #spotify https://lnkd.in/ehJpYYmp Michael Barnard concludes his conversation with John Fitzgerald, CEO of SuperNode Ltd. They explore the game-changing potential of superconducting transmission technology. Superconductors, capable of carrying electricity with zero resistance at extremely low temperatures, are already used in applications like MRI machines and are now poised to revolutionize urban power distribution. Fitzgerald highlights advances in cryogenic systems, such as smooth bore cryostats, which allow cables to run three times longer between cooling stations, reducing infrastructure needs and enhancing efficiency. The episode spotlights projects like Munich’s upcoming 12-15 km superconducting power cable, which will transfer more power using less space, offering a cost-competitive solution for urban energy demands. Fitzgerald also underscores the importance of developing a European super grid and anticipatory investments in high-capacity power corridors to address growing renewable energy integration and reduce curtailment. He contrasts Europe’s efforts with rapid grid advancements in India and China, emphasizing the need for proactive planning and investment. Looking ahead, Supernode aims to commercialize its technology by the end of the decade. Fitzgerald calls on policymakers, utilities, and system operators to bridge gaps in energy infrastructure, establish partnerships, and secure funding to promote innovative transmission solutions for a sustainable future #energy #cleantech #future #investment #climateimpact #grids #HVDC #interconnectors

Our book of 2024: "The Coming Wave" by Mustafa Suleyman. All details have been unveiled in Episode 164 (End of Year Wrap - Up) https://lnkd.in/eZfDtmzn

🎙️Ep163: Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption #applepodcast https://lnkd.in/dhTv48S #spotify https://lnkd.in/ditGthT A few weeks ago, Gerard Reid delivered a master class at TEDxBerlin about the four forces driving the Energy Revolution. Solar, Batteries, Electronics and China. It is called “Welcome to the Era of Energy Disruption”   An excellent introduction for tomorrow’s world. (And no Laurent Segalen this week, but they all be reunited next Monday for a year-end extravaganza)   You can watch Gerard on YouTube: https://lnkd.in/dTRKF-JC

🎙️Ep162: Industrial Climate Solutions – Bridging the “Missing Middle” #applepodcast https://lnkd.in/dhTv48S #spotify https://lnkd.in/ditGthT Just Climate is a 1.5bnUSD vehicle established by Generation Investment Management with the mission to invest in the highest impact solutions that can radically reduce or remove emissions. They occupy the “missing middle” between VC and PE-Infra allowing growth, FOAK and deployment. Their positioning comes on the heels of VCs such as Prelude Ventures, Energy Impact Partners or Breakthrough Energy Ventures. Laurent Segalen and Gerard Reid invite its co-CIO, Shaun Kingsbury CBE, the “inventor” of North Sea Offshore Wind when he was at the head of UK Green Investment Bank. We talk about the investment thesis and its portfolio. Steel? Cement? Electro-mobility? Gerard discusses the general environment when it comes to Climate Tech (not great) and wonders if the third wave of Green Investment is not hitting a wall after years of exuberance. Shaun concludes that there is no future for climate innovations if they don’t deliver attractive risk-adjusted financial returns. There will be short term bumps, but the long term is bright.

A great thanks to Roger Atkins for his continuous support for our show over the years. 🤜🏻🤛🏻 Laurent Segalen Gerard Reid

Another accolade! Thank you Peter Meek

🎤 Redefining Energy TECH - Ep41: The HVDC Grid Revolution (1/2) #applepodcast https://lnkd.in/ekHZU8Mt #spotify https://lnkd.in/ehJpYYmp Michael Barnard invites John Fitzgerald, the CEO of SuperNode Ltd. John delves into the transformative potential of energy transmission technologies and the critical role of interconnectors in shaping the future of renewable energy. Drawing from his extensive background in engineering and utility management, Fitzgerald recounts his journey in the energy sector, which includes developing power stations, trading over interconnectors, and spearheading the East West Interconnector project between Ireland and the UK. His leadership at Supernode reflects his commitment to advancing superconducting transmission technology as a solution to modern energy challenges. Fitzgerald discusses the inherent limitations of alternating current (AC) transmission, particularly for underground and underwater cables, and highlights the advantages of direct current (DC) technology for long-distance energy distribution. He explains the technical intricacies of DC systems, including their capacity to manage inertia and integrate non-synchronous renewable energy. Throughout the episode, Fitzgerald emphasizes the need to address public consultation challenges in infrastructure projects to ensure the successful deployment of energy transmission networks. A central theme of the conversation is the evolving role of interconnectors. Once primarily used to exploit price differences between energy markets, interconnectors are now crucial for balancing variable renewable energy across regions. Fitzgerald explores the immense potential of continental-scale grids in Europe and advocates for tripling grid capacity to meet future energy demands. He also highlights ground-breaking projects like SunCable, which aims to connect Australia to Singapore, and the North Atlantic Transmission One - Link project, which envisions transatlantic power transmission, underscoring the benefits of intercontinental energy connectivity for enhancing energy security. The episode concludes with a forward-looking perspective on the energy transition. Fitzgerald calls for greater investment in #HVDC technology, praises China's advancements in this area, and urges listeners to stay informed about opportunities to integrate renewables through interconnectors. By fostering interconnected grids, he argues, the global energy landscape can achieve greater efficiency, resilience, and sustainability.

We have wonderful listeners.