Episodes

  • 160. Financing the Residential Energy Transition - Nov24

    160. Financing the Residential Energy Transition - Nov24
    Nov 25 2024
    Deploying solar and heat pumps in the residential sector is all well and good, but many attempts to scale have unfortunately failed.
    Beyond the king Octopus, Simon Phelan and his company Hometree have managed to become an unlikely challenger in the deployment of the Energy transition inside home. And Simon has achieved this feat by flipping the system onto his head.
    Hometree is a company that offers its customers home emergency breakdown insurance, plus installations and financing for energy efficient hardware. The achievements of Hometree are truly remarkable: 100,000 homes covered, a network 5,000 engineers, 100mEUR VC raised (Legal & General, Blackrock), 400mEUR securitisation of behind the meter asset portfolio (Barclays and CPPIB).
    How has the Hometree system cracked the code of home energy decarbonisation?
    They don’t “push” a product or a technology, they “pull” the client towards the best decarbonised solution. It starts with insurance, making sure that your heating system always work and thus creating long term relationships with clients.
    Then comes the financing with fully wrapped solutions that lower the prices; the financing is then securitised to investors. And it is a good risk. Finally, having boots on the ground to serve clients to repair, maintain or build.
    The eco-system is so versatile and powerful that all Utilities are looking to partner with Hometree … in the secret hope of staying relevant against the Octopus juggernaut. We call Hometree: “the Best of the Rest”.
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    31 mins
  • 159. Live from Baku Cop29. Inside the Zone: Chaos, Shock and Hope

    159. Live from Baku Cop29. Inside the Zone: Chaos, Shock and Hope
    Nov 18 2024
    Laurent goes live to Baku COP29 to discuss with Bruce “Almighty” Douglas, CEO Global Renewable Alliance and tireless promoter of Renewable Energy.
    He is the one who coins the famous “Triple Renewables” rallying cry, and has be rewarded by joining the precious list of TIME 100 Climate leaders.
    With Bruce, Laurent dives into COP. Shambolic, Rudderless and Essential nevertheless. The world of renewables is at the centre stage, dealing with diplomats who are doing politics without a calculator while policy makers are busy inventing more alphabet soup concepts while ignoring geopolitics.
    COP is the summary of the world’s contradictions. COPs are useless and irreplaceable at the same time.
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    14 mins
  • 158. COP – Resilience or Irrelevance?

    158. COP – Resilience or Irrelevance?
    Nov 11 2024
    As COP29 begins, the ripple effects of the re-election of Donald Trump are reaching the shores of the Caspian Sea.

    COP28 welcomed 85,000 delegates, within which a significant contingent of Oil lobbyists. COP29 is supposed to be the “Finance COP”, whatever that means, but all major head of states will not participate.

    What to expect from COP29? Are COP still useful? Is it the correct format? Who is really committed and who is just paying lip service to fighting Climate Change?

    Those questions and more with Lord Turner, chair of the Energy Transitions Commission (ETC) a global coalition of companies committed to achieving a net zero global economy by 2050. Lord Turner is a leading British businessman and academic, former Chairman of the Financial Services Authority (2008-13). From 2008-2012 Lord Turner was the first chair of the UK’s Climate Change Committee.
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    29 mins
  • 157. Mobile batteries, the ultimate flexibility - Nov24

    157. Mobile batteries, the ultimate flexibility - Nov24
    Nov 4 2024
    First, Gerard is sorry, he couldn’t make it as he was on a ship in the Irish Sea, and his Starlink wouldn’t connect. So, it is just Laurent interviewing a young superstar, Peter Paul van Voorst, CEO of the mobile battery management platform Skoon.

    Skoon, based in Rotterdam, is now seven years old and manages more than 1,000 mobile batteries in 14 countries. Mobile batteries range from 1kw to 1MW and are either on trailers or inside 10ft containers.

    With Peter Paul, Laurent analyses this new segment of the Storage market. How did the technology evolve, what are the established use-cases (Construction, Film sets, Events) but also the new ones (Support to distribution networks).

    In recent years, not only has the hardware evolved (widespread use of LFP), but there has been an absolute revolution in the software layers, from BMS (Battery Management System) to EMS (Energy Management System) to now the overall fleet management. Those progresses are not only from a technical perspective but also from an economic and environmental perspectives.

    How this whole system works, grows and provide immense services to the Electrification of the Economy by providing the ultimate flexibility (time and space).
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    26 mins
  • 156. Zeroing in on Electrification with Eurelectric

    156. Zeroing in on Electrification with Eurelectric
    Oct 28 2024
    Gerard and Laurent welcome Kristian Ruby, secretary general of Eurelectric, about their new report entitled “Power Barometer – Zeroing in on Electrification”.

    To quote the IEA, we enter in the “Age of Electrification” where electrification rate is going to accelerate significantly.

    We have an extensive conversation about the good news (growth of renewables, energy security progress in response to Russian aggression) and the not so good news (flat demand, as the new power usages – transportation, heating – don’t grow as fast as anticipated; demand reduction or destruction). We discuss the impact of counterproductive taxation of various sources of energy, European competitiveness, the development of behind the meter energy as well as great initiatives such as the North Sea Wind Power Hub”.

    A very rich state of play.

    And Gerard apologises for the poor quality of his audio as he was in car driving in France while carrying his precious collection of rare whiskies from Berlin to Dublin.

    Link to Eurelectric report: Power Barometer – Zeroing in
    https://powerbarometer.eurelectric.org/

    Join us at the Energy Storage Awards 2024
    https://storageawards.solarenergyevents.com/
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    21 mins
  • 155. VPP & DER - Oct24

    155. VPP & DER - Oct24
    Oct 21 2024
    What are VPP? Virtual Power Plants. What are DER? Distributed Energy Resources?

    As the grid becomes more intermittent while the load is growing, those VPP/DER platforms provide a critical role by shedding demand, sometimes for a few minutes, to alleviate stress on the Grids.
    VPPs can avoid starting polluting peakers via pre-agreed and targeted demand reduction, shift consumption via batteries and even act in in Frequency response market. And System Operators are willing to pay a decent price to have access to those resources.

    That is the mission of Dana Guernsey. Dana is the CEO of Voltus, a Boulder-CO based leading DER technology platform and virtual power plant operator connecting distributed energy resources to electricity markets. As interconnection queues lengthen and capacity cost explode, are we on the dawn of a crazy development of VPPs.

    Dana explains that while working for Walmart or fleet of Electric School buses, she can reduce Voltus’ clients power bills by up to 20% while keeping their core services unchanged. We are going to talk about technology, heating and cooling management, AI… and lasagna.

    A deep dive into the future.

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    VERY IMPORTANT: We are doing a Q&A Episode in November
    Ask us whatever you want!!!

    Send your questions: info@redefining-energy.com
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    29 mins
  • 154. The people driving the EV revolution

    154. The people driving the EV revolution
    Oct 14 2024
    While Gerard is doing his rock star concert at TedTalk Berlin, Laurent has invited an old friend, Roger Atkins, Top Voice on EVs to discuss the people behind the EV revolution.

    Roger has a 40 year career in the Auto industry (half of them in EVs) and his cowboy hat makes him a fixture of great EV shows around the world. Roger talk about his encounters with Robin Zeng - CEO CATL, Wang Chuanfu – founder BYD, Elon Musk, Jack Cheng - co-founder NIO, Bob Galyen – ex GM and CTO CATL, Li Shufu – founder Geely and a lot of other formidable people pushing the EV revolution.

    We also talk about the people we admire Michael Dunne, Robert Llewellyn and Simon Moores. Thanks to them, we see clearer.

    And in EVs as in any sector, culture eats policy every morning for breakfast.

    --------------------------------------------------------------
    VERY IMPORTANT: We are doing a Q&A Episode in November
    Ask us whatever you want!!!

    Send your questions: info@redefining-energy.com
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    19 mins
  • 153. The Battery-coaster - Oct24

    153. The Battery-coaster - Oct24
    Oct 7 2024
    The battery infrastructure is currently growing 3x faster than the solar industry. Records are beaten daily: in August 2024, for the first time, Chinese battery factories passed the 100GWh production mark. We are seeing industry giants consolidate their leadership while hopes of alternative technologies or promising start ups are being squashed.

    The prices are collapsing monthly, partly due to cheaper inputs, technological improvements and larger volumes, not dissimilar to what happened in recent years to the solar industry. Is LFP the winning chemistry or is there still a future for NMC?

    Laurent and Gerard bring Dr Engelke, Chair of Battery Associates, to try to make sense of it all. This young German company has been developing a world class expertise and how uses it to train the future work force is how to build a Gigafactory and how to optimize it. With clients like Tesla, VW and CATL, Battery Associates is in the thick of it. GenZ is defying all politicians by creating a transnational spirit of collaboration between Continents to promote a faster and more efficient future.

    Because in the end, it is all about Human Capital. China has benefited from our technology for decades, let’s not be shy and emulate their playbook. It will be more efficient in the long term than lobbying regulators, whine and ask for tariffs and subsidies. Despite the roller coaster, never forget that in a fast-growing market, short term demand is generally overstated, while long term demand is generally understated.

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    We don’t often recommend other podcasts/YouTube (I know we should). If you are interested in Batteries, please listen/view this interview of Robin Zheng, CEO of CATL.
    Really fascinating
    https://youtu.be/5VIXjjw4u9A?si=enaf8fls2F82YxoX
    https://podcasts.apple.com/gb/podcast/catl-ceo-founder-robin-zeng-the-journey-to-market/id1614211565?i=1000669887553
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    26 mins