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Laurent Segalen

@laurentsegalen.bsky.social
554 followers 34 following 176 posts

Award winning Investor in Renewable Energy. Podcast host

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Laurent Segalen @laurentsegalen.bsky.social · 11/08/2025
🎙️Redefining Energy Ep190. Solar and Flex – Solar Power Summit 2025 #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... This Spring, I had the privilege to share a Panel at the Solar Power Summit in Brussels organised by Solar Power Europe.
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Laurent Segalen @laurentsegalen.bsky.social · 04/08/2025
🎙️Redefining Energy Ep189. Energy Disruptions - (Gerard on "Clean Titans") #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... A few weeks ago, my friend and co-host Gerard Reid came on the YouTube channel “Clean Titans” to about Energy Disruptions
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Laurent Segalen @laurentsegalen.bsky.social · 28/07/2025
🎙️Redefining Energy Ep188. US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... Gerard and I were invited by Stephen Lacey for a great joint session on Open Circuit.
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Liam Denning @liamdenning.bsky.social · 24/07/2025
Tesla’s results revealed an EV business on the slide, a management that barely talks about EVs and the usual wild claims about stuff happening in the next year or so - pending regulatory approval, of course @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
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Laurent Segalen @laurentsegalen.bsky.social · 21/07/2025
🎙️Redefining Energy Ep187. Texas: Power Surge or Power Splurge? #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... Gerard and I dive deep into the Texas Energy system with Arushi Sharma Frank
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Laurent Segalen @laurentsegalen.bsky.social · 14/07/2025
🎙️Redefining Energy Ep186. Power under Pressure: Fortum’s CEO on Datacenters’ growth and Russian Attacks #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... I had the pleasure to sit with Markus Rauramo, CEO Fortum and new President Eurelectric
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Laurent Segalen @laurentsegalen.bsky.social · 07/07/2025
🎙️Redefining Energy Ep185. Blackouts #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... Gerard Reid and I welcome Steve Berberich, CEO CAISO (2011-2020) to discuss Blackouts.
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Laurent Segalen @laurentsegalen.bsky.social · 29/06/2025
US electricity demand is expected to grow 25% by 2030 and 78% by 2050 from 2023 levels, according to a report by ICF. According to Jefferies investment bank, utility capital expenditure is expected to hit $212.1bn in 2025, a 22% rise year on year and a 129% increase compared with a decade ago.
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Financial Times @financialtimes.com · 29/06/2025
US energy groups spend record sums on power plants to feed data centres on.ft.com/46izZEO
on.ft.com
US energy groups spend record sums on power plants to feed data centres
Rising capital expenditure raises fears of higher energy prices for consumers
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Laurent Segalen @laurentsegalen.bsky.social · 23/06/2025
🎙️Redefining Energy Ep184. Market dynamics and Pricing of Battery Materials #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... Gerard Reid and I welcome Caspar Rawles COO @benchmarkminerals.bsky.social to discuss Lithium markets and more.
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Laurent Segalen @laurentsegalen.bsky.social · 18/06/2025
Always very chic (and appreciated) to have your show quoted on @bloomberg.com
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Laurent Segalen @laurentsegalen.bsky.social · 16/06/2025
🎙️Redefining Energy Ep183. Energy Security from the front line: Eastern Europe and Renewables #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... Gerard and I welcome Dimitar Enchev CEO CWP Europe to discuss Renewables in Eastern Europe
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Laurent Segalen @laurentsegalen.bsky.social · 09/06/2025
🎙️Redefining Energy Ep182. Broken grids and Datacenters load growth #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... Gerard and I bring in Jereme Kent CEO One Power to discuss transformers and load growth
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Laurent Segalen @laurentsegalen.bsky.social · 08/06/2025
Incredible piece www.foreignaffairs.com/united-state...
foreignaffairs.com
The End of the Long American Century
Trump and the sources of U.S. power.
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Laurent Segalen @laurentsegalen.bsky.social · 29/05/2025
Redefining Energy Ep180. The KKR Energy formula #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... Gerard and I have the pleasure and privilege of welcoming Emmanuel Lagarrigue, Partner and co-head of Global Climate at KKR.
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Kingsmill Bond @kingsmillbond.bsky.social · 28/05/2025
Time to rethink the energy debate. It is time to rethink the debate on the future of energy. This is a technology revolution driven by physics, economics and geopolitics, and galvanised by China. electrotechrevolution.substack.com/p/rewiring-t...
electrotechrevolution.substack.com
Rewiring the energy debate
The electrotech perspective
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Laurent Segalen @laurentsegalen.bsky.social · 26/05/2025
🎙️Redefining Energy Ep181. "Hot Air" from Tony Blair #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... Gerard Reid, Michael Barnard and I discuss the absurd report: "The Climate Paradox" by the Tony Blair Institute. Special thanks to @mliebreich.bsky.social
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Financial Times @financialtimes.com · 23/05/2025
Can Big Oil turn the US into a lithium giant? www.ft.com/content/ab1f74c5-4b07-46…
ft.com
Can Big Oil turn the US into a lithium giant?
New technology that extracts the metal from underground brines has been compared to the shale revolution
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Reuters @reuters.com · 19/05/2025
Blackstone to acquire TXNM Energy in $11.5 billion deal reut.rs/43n9gE0
reut.rs
Blackstone to acquire TXNM Energy in $11.5 billion deal
Utility firm TXNM Energy said on Monday it would be acquired by the infrastructure unit of Blackstone in a $11.5 billion deal.
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Laurent Segalen @laurentsegalen.bsky.social · 19/05/2025
🎙️Redefining Energy Ep180. The KKR Energy formula #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... Gerard Reid and I invite KKR's Emmanuel Lagarrigue to discuss Energy investment strategies
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Laurent Segalen @laurentsegalen.bsky.social · 12/05/2025
🎙️Redefining Energy Ep179. The future of the Auto Industry: Winners, challengers and zombies. #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... Gerard and I bring in @dunneinsights.bsky.social to discuss the future of all major OEMs
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Laurent Segalen @laurentsegalen.bsky.social · 08/05/2025
Redefining Energy Ep177. The Transatlantic Power Cable #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... With co-founders Gerard Reid, Simon Ludlam and I addresses the North Atlantic Transmission One - Link project. More details are available at nato-l.org
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Laurent Segalen @laurentsegalen.bsky.social · 05/05/2025
🎙️Redefining Energy Ep178. Delivering the Wind Reset #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... Gerard and I sit have a conversation with Ben Backwell, Chair of the Global Wind Energy Council (GWEC), to unpack the current state of the wind industry.
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Michael Liebreich @mliebreich.bsky.social · 04/05/2025
Today's #HydrogenSoufflé is brought to you by the smoking crater formerly known as Air Products' hydrogen strategy. CEO fired, $2.3bn write-off, $5bn underperforming projects, no green hydrogen from NEOM until at least 2030, 25% staff to be laid off. Brutal. www.gasworld.com/story/back-t...
gasworld.com
‘Back to basics’ Air Products posts $1.7bn Q2 loss after projects exit
Recently installed Air Products CEO Eduardo Menezes put a brave face on the company’s financial performance today, saying several times in a lengthy earnings call that it was going “back to basics” af...
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Laurent Segalen @laurentsegalen.bsky.social · 02/05/2025
Soviet leader Lenin had this great sentence: “There are decades where nothing happens; and there are weeks where decades happen.” Well, I just had one of those weeks. Everything happened at once. Redefining Energy / NATO-L / Abloco / My heroes www.linkedin.com/posts/lauren...
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Laurent Segalen @laurentsegalen.bsky.social · 01/05/2025
@cleantechnica.bsky.social Humongous piece by Michael Barnard on the Geopolitics of Critical Minerals cleantechnica.com/2025/04/30/t...
cleantechnica.com
The Geopolitics Of Critical Minerals: China’s Grip & The West’s Response - CleanTechnica
Michael Barnard analyzes China's dominance over critical minerals, highlighting strategic responses in the US and Europe amid rising geopolitical tension.
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Laurent Segalen @laurentsegalen.bsky.social · 01/05/2025
It took Redefining Energy 4 years to reach the first 1 million downloads... and only 18 months to reach the 2nd million. Gerard Reid and I thank all our listeners and our guests. We love you all very much. We're in it together. Fearless. Unbiased. Unfiltered. That's you. That's us.
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Laurent Segalen @laurentsegalen.bsky.social · 28/04/2025
🎙️Redefining Energy: The Transatlantic Power Cable: from Concept to Reality #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... Gerard Reid, Simon Ludlam and I present the Transatlantic Cable with special guests: National Grid, DNV, Herbert Smith Freehills
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Laurent Segalen @laurentsegalen.bsky.social · 23/04/2025
Summary of EPR2 Reactor Costs and Funding Issues - The cost for six new EPR2 has surged from €53bn (2019) to €100 bn, as confirmed by EDF CEO. - With €54 bn in debt, EDF cannot finance the project alone and is seeking government support, so far denied. www.usinenouvelle.com/article/leve...
usinenouvelle.com
Lever 100 milliards d’euros pour les EPR2, l’un des trois défis du successeur de Luc Rémont à la tête d’EDF
Trouver 100 milliards d'euros garantis par l’Etat pour financer les six EPR2, négocier une régulation sur l’hydraulique, et développer...-Energie
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Simon Evans @drsimevans.carbonbrief.org · 22/04/2025
NEW: Why are hydrogen cars outsold by Ferraris (& EVs)? Why have H2 projections massively outstripped reality? Find out + see the latest hydrogen "ladder" by @iain-staffell.bsky.social based on new review with @mliebreich.bsky.social @dankammen.bsky.social www.carbonbrief.org/guest-post-w...
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Jan Rosenow @janrosenow.bsky.social · 22/04/2025
🚨 New paper drop Must-read by a stellar group incl. @mliebreich.bsky.social, @iain-staffell.bsky.social H2 isn’t silver bullet it’s made out to be. It has a role—just not everywhere. Best bets: parts of industry, long-haul, storage Not useful: home heating, cars www.nature.com/articles/s44...
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Laurent Segalen @laurentsegalen.bsky.social · 22/04/2025
Amazon pauses on datacenters
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Laurent Segalen @laurentsegalen.bsky.social · 17/04/2025
Here are the Episodes of Redefining Energy that were the most downloaded in 2025. #spotify open.spotify.com/show/4FDIRo1... #applepodcast podcasts.apple.com/gb/podcast/r... Fearless. Unbiased. Unfiltered. This is who we are. Happy Easter. Long live Redefining Energy
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Laurent Segalen @laurentsegalen.bsky.social · 16/04/2025
Joe Romm PHD's new UPenn report: 'Smaller nuclear reactors (SMRs) are a costly dead end, especially for AI: Trump’s tariffs and other policies make them even more of a losing bet.' bpb-us-w2.wpmucdn.com/web.sas.upen...
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Laurent Segalen @laurentsegalen.bsky.social · 14/04/2025
🎙️Redefining Energy Ep176. Renewables are dominating the Electrification of an Energy-hungry world #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... Gerard and I invite the authors of @ember-energy.org 6th Global Electricity Review to discuss key findings
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Laurent Segalen @laurentsegalen.bsky.social · 11/04/2025
Vast volumes of green electricity could be flowing through a 4,000-kilometre underwater powerline between Canada and Europe by 2040, if three UK-based investment bankers’ vision for a major new transatlantic energy artery becomes reality. www.nationalobserver.com/2025/04/07/a...
nationalobserver.com
The audacious plan to build a giant green powerline under the Atlantic
A $30 billion-plus project would link the two continents via a 4,000-kilometre underwater interconnector. Industry experts see it as financially and technologically viable. But could it really become ...
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Laurent Segalen @laurentsegalen.bsky.social · 08/04/2025
Our friend Michael Barnard has published this beautiful article "Green Hydrogen For Energy Was A Story We Told Ourselves" cleantechnica.com/2025/04/07/g...
cleantechnica.com
Green Hydrogen For Energy Was A Story We Told Ourselves - CleanTechnica
BP bailed. Airbus paused. Governments retreated. Green hydrogen as energy is unraveling—just as Bruno Latour might have predicted.
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Laurent Segalen @laurentsegalen.bsky.social · 07/04/2025
🎙️Redefining Energy Ep175. Capitalizing on the Infrastructure giants’ Blind Spots: How can a specialised PE fund thrive under the new US Administration? #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... Gerard and I have invited Cresta's Chris Rozzell
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Laurent Segalen @laurentsegalen.bsky.social · 04/04/2025
Yesterday, I saw the future. Remember those numbers 4-7-2. Currently the state of the art for LFP batteries is 314Ah (see the last Huadian tender lnkd.in/enYyYhgU). Yesterday I saw the next generation at the Solar Storage Exhibition in London: the 472Ah. Beautiful.
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Laurent Segalen @laurentsegalen.bsky.social · 03/04/2025
I saw that somewhere. Excellent
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Laurent Segalen @laurentsegalen.bsky.social · 01/04/2025
Welcome to Abloco Energy. Europe's premier lessor of mobile batteries
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Laurent Segalen @laurentsegalen.bsky.social · 31/03/2025
🎙️Ep174. Laurent and Gerard with David Cebon on Electrifying trucks #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... Gerard Reid and I are LIVE from Cambridge University CUETS with Pr David Cebon to discuss Electrifying Trucks
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Laurent Segalen @laurentsegalen.bsky.social · 27/03/2025
With my buddies Roger Atkins and Simon Moores at the House of Lords for the launch of #batterybritain
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James Carter @jamescartervm.bsky.social · 25/03/2025
I don't understand how anyone can say hydrogen cars have a future. It's not about the cars, it's about the infrastructure, and hydrogen is abysmal in every respect. Same goes for trucks
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Bloomberg News @bloomberg.com · 25/03/2025
Alibaba Chairman Joe Tsai warns of a potential bubble forming in datacenter construction, arguing that the pace of that buildout may outstrip initial demand for AI services
bloomberg.com
Alibaba’s Tsai Warns of a ‘Bubble’ in AI Data Center Buildout
Alibaba Group Holding Ltd. Chairman Joe Tsai warned of a potential bubble forming in datacenter construction, arguing that the pace of that buildout may outstrip initial demand for AI services.
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Laurent Segalen @laurentsegalen.bsky.social · 24/03/2025
🎙️Redefining Energy Ep173. The politization of Critical Materials #applepodcast podcasts.apple.com/gb/podcast/r... #spotify open.spotify.com/show/4FDIRo1... Gerard and I welcome TechMet CIO Richard Tite to debate #criticalminerals
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Laurent Segalen @laurentsegalen.bsky.social · 23/03/2025
The saga continues. "Everybody loves nuclear as long as they don't pay for it". See St Gobain's CEO, a large industrial conglomerate, fuming about EDF. "We have 45EUR in Quebec, Norway, Spain... but EDF wants to double our current tariff to 90EUR" www-bfmtv-com.cdn.ampproject.org/c/s/www.bfmt...
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Jan Rosenow @janrosenow.bsky.social · 21/03/2025
Wind and solar now produce more than coal in the US. Coal is only going one way.
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Laurent Segalen @laurentsegalen.bsky.social · 19/03/2025
Meeting with the legendary Francesco Starace at #IIGSummit 2025 in Berlin
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