GerardReid
Energy, finance and geopolitics. Making sense of disruption.
Co-founder, Alexa CapitalCo-host, Redefining EnergyBerlin · London · Dublin
- Munich Security Conference·
- TEDx Berlin·
- Solarplaza Summit Italy·
- Energy Storage Awards, London·
- Capital Energy Summit, Sofia·
- Ecosummit Berlin·
- Future of Energy, Amsterdam·
- ESS Latin America, Santiago·
250+
Redefining Energy episodes
177k
LinkedIn followers
4.6k
Substack subscribers
20+
Years in energy finance
This week
The Fifth Industrial Revolution Will Create Winners and Losers
We are at the beginning of the Fifth Industrial Revolution, which is being driven by the convergence of artificial intelligence, robotics, automation and increasingly intelligent electrical infrastructure.
18 Oct 2026 · Read the essay
Redefining Energy · Episode 251
Fission Impossible: the SMR Gamble
The podcast with Laurent Segalen and Gerard Reid on the energy system behind the transition and the power behind AI. 250+ episodes since 2019. All episodes
Picture of the week
The question is no longer how much power an asset produces, but when and what it is worth.
573 negative-price hours in Germany in 2025: as solar floods the middle of the day, the value of a megawatt-hour now depends on when it is produced.
Read the essay
About
Twenty years at the centre of the energy transition.
Gerard Reid co-founded Alexa Capital, the London merchant bank for energy and digital infrastructure, co-hosts Redefining Energy, and writes a weekly essay on power, technology and geopolitics that is read across the industry.
Irish, based between Berlin and London, with more than twenty years in energy finance.
“I am convinced that the worlds of energy and mobility are going through a once in a lifetime revolution.”