Redefining Energy Por arte de portada

Redefining Energy

De: Laurent Segalen and Gerard Reid
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  • Resumen

  • 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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Episodios
  • 140. Minutes - SolarPower Europe introduces the "Flexibility Revolution"

    140. Minutes - SolarPower Europe introduces the "Flexibility Revolution"
    Jul 8 2024
    After a crazy Intersolar in Munich which welcomed more than 120,000 visitors, the pace of Solar deployment in Europe is going exponentially.

    Gerard and Laurent bring in Walburga Hemetsberger, CEO of Solar Power Europe, to discuss the development of Solar, and through the new report “Mission Solar 2040”, how we are on the cusp of a Flexibility Revolution.

    The Report is available here: https://www.solarpowereurope.org/insights/thematic-reports/mission-solar-2040-1
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    12 m
  • 139. The ESG label is outdated. What now? - Jul24

    139. The ESG label is outdated. What now? - Jul24
    Jul 1 2024
    Glencore’s CEO Gary Nagle has once described ESG as “some person in the basement in office number 27 engaged in a box-ticking exercise.” And a lot of fossil fuel companies – while being less explicit – share the same opinion on ESG… and have voiced their hostility indirectly through complicit media outlets.
    The ESG movement is facing a significant backlash. On the one hand there has been too much greenwashing, on the other hand, ESG has become a political punching ball in certain US States dependent on the fossil fuel industry. Some European Oil companies want to list in NY to get a better valuation and are complaining about too much sustainability scrutiny. And Larry Fink, Blackrock CEO, went in the last four years from hero to zero of the ESG wave.
    Going back a few years a lot of the ESG popularity was linked to an overweighting of Tech and Luxury stocks which performed wonderfully, a trend partially reversed by the war in Ukraine and the rise of interest rates. In 2024, we have seen outflows in ESG labelled funds from a peak three years ago. Still, they represent, according to the FT, a 7tnUSD pot of money, so it is a big industry.

    We’re not experts… but a system that rates ExxonMobil higher than Tesla on ESG raises eyebrows.

    To add insult to injury, there is a multiplication of standards and regulations (CSRD, SFDR) which make the whole ESG universe very confusing. There are byzantine debates about passive vs active management. There are endless conversations about the adequacy of “engagement” and if shareholders should behave as activists. And finally, there is a clear transatlantic drift when it comes to that issue.

    We are totally lost!

    To try to understand better if ESG is dead, or if it will have to reinvent itself, we bring in Jean Jacques Barberis Deputy CEO and Head of Institutional and Corporate Clients Division & ESG at Amundi. Amundi is EU’s largest EU Asset Manager and a leader in Green investing. Jean-Jacques Barbéris is currently responsible for the global development of the institutional business at Amundi. With Jean Jacques, Laurent and Gerard take no prisoners and call a spade a spade… and then realise that Paris-aligned targets are for real, that “engagement” with companies deliver results, and that a proper investment strategy starts to yield results.

    We thank DLA Piper for supporting the show.
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    31 m
  • 138. Minutes: The Energy Institute’s Statistical Review of World Energy

    138. Minutes: The Energy Institute’s Statistical Review of World Energy
    Jun 24 2024
    We bring in Nick Wayth, CEO of Energy Institute (EI), for the release of the 73rd Edition of the Statistical Review of World Energy. The Energy Institute Statistical Review of World Energy™ analyses data on world energy markets from the prior year.
    Previously produced by bp, the Review has been providing timely, comprehensive and objective data to the energy community since 1952. The Strategic Review is now a collaboration between the EI, KPMG, Kearney and Heriot University. Five key stories emerge from the 2023 data:
    1. Record global energy consumption, with coal and oil pushing fossil fuels and their emissions to record levels
    2. Solar and wind push global renewable electricity generation to another record level
    3. Ongoing Ukraine conflict cements gas rebalancing in Europe
    4. Dependence on fossil fuels in major advanced economies is likely to have peaked
    5. Growth economies struggle to curb fossil fuel growth, but renewables accelerate in China
    Although we disagree on the message and question the concept of Primary Energy (super misleading), we salute the consistency and comprehensiveness of that Report. Keep them coming.

    https://www.energyinst.org/statistical-review
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    15 m
Economía
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