Redefining Energy

By: Laurent Segalen and Gerard Reid
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  • Summary

  • Two investment bankers weekly explore how tech, finance, markets and regulations are radically redefining the world of energy: Renewable Energy, Electric Cars, Hydrogen, Battery Storage, Digitisation...
    Your co-hosts: from Berlin, Gerard Reid and from London, Laurent Segalen.
    Our LinkedIn page: https://www.linkedin.com/company/redefining-energy/
    X handle: @Redef_Energy
    Laurent Segalen and Gerard Reid
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Economics
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Episodes
  • 169. 2025 State of play in the battery universe - Feb25

    169. 2025 State of play in the battery universe - Feb25
    Feb 17 2025
    2024 has been another exceptional year for the battery industry. We have invited Aaron Wade to discuss the various technological and economic aspects of this rapidly expanding universe. Aaron is a rising star in the battery world. Not only is a key member of the Volta Foundation, but he is also Business Development Lead at Gaussion, a U.K. start up that improves charging capacities in batteries.
    The Volta Foundation just released its monumental 516 pages report, covering industry, technology, research, government policy, standards. It is a must read for anybody in the industry.
    Link to the Volta Foundation report: https://volta.foundation/battery-report-2024

    With Aaron, we talk about the pivotal role of China, the evolution of the supply chain (do we have enough minerals? Spoiler Alert: Yes), the chemistries, the form factors, recycling and second life. We discuss industry consolidation among the leading suppliers. We dive into the rise of LFP, the divergence between EV and ESS industries, and the expected evolutions of technologies (sodium ion, solid state, semi solid state), Finally we debate about the prices of cells, packs and systems.
    A great conversation to assess the current state of play in this ultra dynamic sector.
    ------------------------
    Beside the Volta Foundation, the 2 must read reports which came out a few weeks ago
    • Ember when it comes to Electricity European Electricity Review 2025
    • Nat Bullard when it comes to Climate and Decarbonisation
    https://ember-energy.org/latest-insights/european-electricity-review-2025/https://www.nathanielbullard.com/presentations


    Aaron Wade is the Business Development Lead for Gaussion, enhancing battery performance through magneto-enhancement, and a project director for the Volta Foundation. He was previously the head of battery costs at CRU, helping clients understand the ever changing world of battery cost and technology. Aaron has a PhD from University College London, researching the degradation of battery chemistries using X-ray imaging. Gaussion develop magnetic-enhancement components as a bolt-on for all batteries, unlocking faster charging and longer lifetimes. The solution is chemistry and form factor agnostic, and can result in up to 6x faster charging and up to 8x longer lifetimes.
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    30 mins
  • 168. "Invest where it hurts!" - Laurent at Pexapark

    168. "Invest where it hurts!" - Laurent at Pexapark
    Feb 3 2025
    While Gerard Reid was at Davos, schmoozing with world leaders, Laurent Segalen was invited by Luca Pedretti on the Pexapark podcast. They had a conversation around where to invest in the Energy Transition.
    Laurent has designed a typology of possible investments from the least desirable to the essential.
    1) Aspirational
    2) Shoehorn
    3) Compliance
    4) Profitable
    5) Salvation

    Laurent describes his numerous investments and how this framework has helped him deliver consequential returns.
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    18 mins
  • 167. The future growth of LNG - Jan 25

    167. The future growth of LNG - Jan 25
    Jan 27 2025
    As the price of gas and LNG (Liquified Natural Gas) becomes a key factor for the value of the world’s energy, we have decided to bring in a top gas expert to explain where the market is and how is it going to evolve.
    Seb Kennedy is a leading market analyst and Founding Editor of Energy Flux (www.EnergyFlux.news), an independent newsletter that analyses global gas and LNG markets through the lens of Europe's energy transition.
    We review the numerous phases that the market has faced since the beginning of the decade, COVID, post COVID, Russia-Ukraine. We delve into the incredible expansion of US Exports capacity, with 8 terminals now operational and a forecasted growth of another 50% by the end of the decade.

    We analyse how the market is inherently volatile, which make long term investment difficult but still inside a band. If the LNG gets too high, then consumers will switch; if it gets too low, then some capacity will be shelved.
    We focus on Qatar, the world’s lowest cost producer, which will continue to grow no matter what. Seb anticipates a surplus in the coming years with massive extra capacities coming on the market from USA and Qatar. But the role of Iran and Russia, which hold the largest reserves, remain a huge uncertainty. Europe’s attitude towards LNG is a complex web of contradictions, between decarbonisation, security and affordability of supply, and global geopolitics.
    In conclusion, a strategic source of energy, but difficult to apprehend.
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    33 mins

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