{"podcast":{"title":"Redefining Energy","slug":"redefining-energy-947886","podcast_index_feed_id":947886,"rss_url":"https://www.spreaker.com/show/3170008/episodes/feed","website_url":"http://www.redefining-energy.com","image_url":"https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/08cdac5b7cf4ab26939053ce8b2adeab.jpg","author":"Laurent Segalen and Gerard Reid","episode_count":196,"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","last_synced_at":"2026-07-13T06:19:12.241965+00:00","page_url":"https://stenobird.com/podcast/redefining-energy-947886"},"episode":{"title":"229. Climate Tech reinvented: from green molecules to green electrons - May26","slug":"229-climate-tech-reinvented-from-green-molecules-to-green-electrons-may26","published_at":"2026-05-18T01:30:02+00:00","page_url":"https://stenobird.com/podcast/redefining-energy-947886/229-climate-tech-reinvented-from-green-molecules-to-green-electrons-may26","show_page_url":"https://stenobird.com/podcast/redefining-energy-947886","url":"http://www.redefining-energy.com","audio_url":"https://dts.podtrac.com/redirect.mp3/api.spreaker.com/download/episode/71908403/229_kim_zou.mp3","summary":"Where is Climate Tech heading? Certainly not dead — but constantly reinventing itself. So much so that you begin to wonder whether the label itself has outlived its original meaning. Laurent and Gerard welcome Kim Zou, co-founder and CEO of Sightline Climate , the data and research platform mapping the climate-tech economy, and author of some of the sector’s most influential newsletters, including CTVC and the newer Powerstack. Sightline has become essential reading for investors, utilities, corporates, and policymakers trying to understand where capital is flowing and how the energy system is evolving. Together, they explore how Climate Tech has transformed over the past decade. Decarbonisation alone is no longer the central narrative. Today, AI, energy security, and industrial resilience dominate the conversation — often pushing sustainability itself into the background. The discussion traces how funding has shifted from venture capital toward infrastructure and large-scale project finance. The spotlight has also moved away from “green molecules” — hydrogen, SAF, and carbon management — toward “green electrons”: virtual power plants, grid-enhancing technologies, and the race to accelerate datacentre construction. They also examine the contrasting innovation models shaping global competition. In China, much of the breakthrough innovation happens inside corporations themselves, with companies like BYD employing more than 110,000 R&D staff, and CATL relying on a 20,000-engineer workforce. The United States, meanwhile, benefits from unparalleled access to capital and world-class universities and research centres. Europe sits somewhere in between, attempting to combine industrial policy with scientific excellence. Finally, the conversation turns to one of Sightline’s…","meta_description":"Where is Climate Tech heading? Certainly not dead — but constantly reinventing itself. So much so that you begin to wonder whether the label itself has ou…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1967,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/redefining-energy-947886/episodes/229-climate-tech-reinvented-from-green-molecules-to-green-electrons-may26/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/redefining-energy-947886/229-climate-tech-reinvented-from-green-molecules-to-green-electrons-may26.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}