Rephonic
Artwork for Redefining Energy
Renewable Energy
Electric Vehicles
China
Energy Transition
Solar Energy
Batteries
Data Centers
Climate Change
Energy Storage
Wind Energy
Artificial Intelligence
Hydrogen
Europe
Battery Technology
Investment
Heat Pumps
ESG
Energy Security
Battery Storage
United States

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: www.linkedin.com/company/redefining-energy/X handle: @Redef_Energy

PublishesWeeklyEpisodes211Founded8 years ago
Number of ListenersCategory
Business

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Artwork for Redefining Energy

Latest Episodes

Founded in 1848, Lazard is one of the world’s most prestigious investment banks. But in energy, its influence goes well beyond Wall Street. For twenty years, Lazard’s Levelized Cost of Energy (LCOE) report has shaped how investors think about the eco... more

Last year, the nuclear industry experienced something close to a gold rush. SMRs — Small Modular Reactors — became the hottest story in energy. Private capital poured in, valuations exploded, and the industry produced an impressive collection of trul... more

The current datacenter buildout is the biggest GDP bet in America since the railroads 150 years ago. We have never seen a frenzy quite like this. The system is running on overdrive—and the cracks are starting to show.

While Anthropic and OpenAI ann... more

The global market for Virtual Power Plants is assessed around 100GW (+/- 20GW). It is a 7bnUSD expected to grow at a CAGR above 20% in the next 5 years to reach 40bnUSD within a decade. VPP are a digitally coordinated flexible network of distributed ... more

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Recent Guests

George Bilicic
Global Head of Power, Energy & Infrastructure at Lazard
Lazard
Episode: 252. Lazard, LCOE and the real cost of power - Oct26
Andrei Utkin
Associate Director at S&P Global Energy and nuclear industry specialist.
S&P Global Energy
Episode: 251. Fission Impossible: the SMR Gamble - Oct26
Eugene McGrane
Executive managing director at Cushman Wakefield, data center real estate specialist
Cushman Wakefield
Episode: 250. Inside the US Datacenter exuberant buildout - Oct26
Marc Rühs
CEO of Next Kraftwerke, leading VPP and energy trading discussions
Next Kraftwerke
Episode: 249. World’s largest VPP - Oct26
Joseph Romm
Dr. Joseph Romm, Senior Research Fellow at the University of Pennsylvania Center for Science, Sustainability, and Media
University of Pennsylvania
Episode: 248. Remembering Joe Romm (1960-2026): Clearing the Air on Climate Solutions - Sep26
Thomas Vyncke
Founder/CEO of Companion Energy, a digital native EMS provider
Companion Energy
Episode: 247. AI powered EMS behind the meter - Sep26
Carolyn Addy
Commercial manager at Platron Cool
Platron Cool
Episode: 246. From Excel Sheets to AI: the new way for Corporates to procure and report Energy - Sep26
Ed Porter
Friend of the show, representative from Modo
Modo
Episode: 245. BESS: Who is making money? - Sep26
Alberto Méndez Rebollo
CEO and co-founder of Plexigrid
Plexigrid
Episode: 244. AI Transforming Distribution Grids - Aug26

Hosts

Laurent Segalen
Co-host, from London; Host of Redefining Energy; topics on energy tech and markets
Gerard Reid
Co-host, from Berlin; Host of Redefining Energy; introducing topics on energy tech and markets

Reviews

4.9 out of 5 stars from 1.3k ratings
  • Probably the best energy podcast…

    Really enjoying this podcast. Energy experts with esteemed guests discussing all the important topics and much more. Probably the best energy podcast covering the European market. Very insightful - highly recommend.

    Apple Podcasts
    5
    Niall Mc Dublin
    Ireland7 months ago
  • Persian Gulf

    The presenter’s choice of naming the Persian Gulf using alternative terms reflects a lack of knowledge and awareness. This fundamental error undermines the credibility of the podcast and suggests a shallow understanding of the subject. It makes the overall discussion feel poorly informed and lacking in depth.

    Apple Podcasts
    1
    F_Mofidi
    United Kingdom7 months ago
  • Highly recommended for power sector and investor community professionals

    Great learnings. Great at challenging one another with a good sense of humour.

    Apple Podcasts
    5
    Paris-Toronto
    Canada9 months ago
  • Critical industry insight into the energy transition

    As a long-time listener to this podcast (and many others) on the energy transition, I particularly appreciate the straight talking investor perspective on the opportunities and challenges facing the sector. In a space full of well intentioned but uncritical advocates for change, I appreciate Gerard and Laurent’s willingness both to stress the fundamental opportunity as well as call out the worst of the BS that misalign capital allocation and harm progress.

    Apple Podcasts
    5
    David Shipworth
    United Kingdoma year ago
  • Excellent insight into the future of energy

    I’ve been a listener of the Redefining Energy podcast for quite some time. It has become one of my favourite places to find in-depth, forward-thinking analysis about how the energy world is transitioning.

    Apple Podcasts
    5
    S. D. G.
    United Kingdoma year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Consistently high-quality, with engaging debate and strong guest lineups.
Guests are top-tier experts delivering actionable insights for strategy and investment.
The hosts bring deep knowledge and a practical investor perspective that cuts through hype.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#127
Netherlands/Business
Apple Podcasts
#163
Singapore/Business
Apple Podcasts
#211
Denmark/Business

Talking Points

Recent interactions between the hosts and their guests.

252. Lazard, LCOE and the real cost of power - Oct26
Q: What do you think about the cost of new nuclear, and do you buy the claim that Darlington can reach an LCOE of $100 per megawatt hour?
Bilicic says Lazard's review indicated higher costs than that claim suggests. He expects large-scale nuclear to be built, but at high cost and with government support and stronger construction contracts.
252. Lazard, LCOE and the real cost of power - Oct26
Q: Can you explain what the LCOE report is and how it is calculated?
Bilicic says the report compares generation types using capacity factors, construction costs and operating costs to put them on a comparable basis for resource planning.
251. Fission Impossible: the SMR Gamble - Oct26
Q: When you expect to see the first commercial SMR online?
Utkin notes that small reactors already operate in Russia and China, but says the key commercial test is GE Hitachi's first Darlington unit in Canada, expected around 2029 or 2030.
251. Fission Impossible: the SMR Gamble - Oct26
Q: Are we really seeing a renaissance in nuclear or what is it?
Utkin says nuclear has strong tailwinds from energy security concerns, electrification and demand for reliable, clean power from data centers, while whether the industry can capitalize on them remains uncertain.
250. Inside the US Datacenter exuberant buildout - Oct26
Q: Eugene, can you talk a little about the hype in this area and how you navigate it?
He notes that hype has shifted from broad claims of capacity to more disciplined, financially grounded development, emphasizing the importance of professional teams, interconnection processes, and the real-world constraints that govern project delivery.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About Redefining Energy

What is Redefining Energy about and what kind of topics does it cover?

A biweekly discussion where two investment bankers break down how technology, finance, markets, and regulation are reshaping the energy landscape. Topics routinely center on the energy transition, storage economics, data centers and power demand, grid modernization, and the interplay between policy and capital. Across episodes, guests from utilities, infrastructure funds, and tech-enabled energy companies provide practitioner perspectives on decentralization, sovereign strategies, and the race to deploy scalable energy solutions in Europe, North America, and beyond. A standout trait is the blend of sharp financial analysis with practical industry insights, often featuring live event takedowns, open debate, and a clear emphasis on how capita... more

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Which podcasts are similar to Redefining Energy?

These podcasts share a similar audience with Redefining Energy:

1. Switched On
2. Cleaning Up: Leadership in an Age of Climate Change
3. Energy Gang
4. Catalyst with Shayle Kann
5. Interchange Recharged

How many episodes of Redefining Energy are there?

Redefining Energy launched 8 years ago and published 211 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Redefining Energy?

Recent guests on Redefining Energy include:

1. George Bilicic
2. Andrei Utkin
3. Eugene McGrane
4. Marc Rühs
5. Joseph Romm
6. Thomas Vyncke
7. Carolyn Addy
8. Ed Porter

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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