From EVs to BESS: Why Capital Is Flowing to Batteries

The smarter E Podcast Episode 257 | June 11, 2026 | Language: English

Recorded at two recent industry events, the SolarPower Summit in Brussels and the Battery Business & Development Forum in Frankfurt, this week’s episode explores why batteries have become one of the most dynamic areas of the global energy transition. Featuring two industry heavy hitters, the conversations cover how BESS is transforming everything from electric mobility and charging infrastructure to renewable energy markets and grid management.

In the first interview, we’re joined by Laurent Segalen, clean energy investor and host of the *Redefining Energy* podcast, to unpack why electrification is entering a new phase of growth. Laurent explains how falling battery costs, improving EV technology, and changing energy economics are accelerating the shift from fossil fuels to electricity – particularly across transport sectors such as cars, vans, and heavy-duty trucks.

The discussion explores why electric trucks are becoming increasingly compelling from a business perspective, with lower operating and maintenance costs driving adoption. Laurent also explains why stationary batteries will play a critical role in supporting high-power charging infrastructure, creating buffers across the electricity system, and enabling the continued expansion of renewable energy.

In the second half of the episode, we speak with Stefan Müller, Chief Operating Officer and co-founder of ENERPARC, about the booming utility-scale battery energy storage system (BESS) market in Germany and Europe. Stefan shares insights into the wide range of emerging opportunities – from grid-scale batteries and solar-plus-storage projects to behind-the-meter applications supporting industry, EV charging, and energy-cost optimization.

The conversation covers the changing economics of battery projects, including merchant trading, peak shaving, balancing markets, and how energy storage can help companies access more reliable renewable power. Stefan also explains what investors and banks need to see for BESS projects to become financeable, and why predictable regulation and grid connection frameworks remain essential.

We also discuss the role of AI and digital platforms in managing increasingly complex energy assets, the future of hydrogen versus electrification in transport, and why batteries may ultimately help us use existing electricity infrastructure far more efficiently.

About The smarter E Podcast

The smarter E podcast is all about the current trends and developments in a renewable, decentralized and digital energy industry. Our host welcomes and interviews personalities who shape our industry and drive developments forward. A new episode is published bi-weekly on Thursdays.

Laurent Segalen is a franco-british clean energy investment banker. Laurent is the founder of Megawatt-X, the London-based Energy Transition investment platform, which he currently heads. Laurent has been trading and investing billions of Euros in Clean Energy over more than two decades. Recent investments have focused on Digital Green Markets, Residential Solar, Batteries, and Interconnectors.

His career in Clean Energy spans over 25 years, from Director at pwc, Fund Manager at Mirova (Natixis) to Managing Director Clean Commodities at Lehman Brothers then Nomura.

He was one of the co-authors of the first version of the GHGProtocol "scope 1, scope 2, scope 3" emissions concept and helped create the European Trading System. He is now special adviser to the Board of IC-VCM (The Integrity Council for Voluntary Carbon Markets), and founding member of EnergyTag, a non-profit organization promoting hourly matching of Renewable Energy certificates. Laurent has won the “Renewable Energy Leader of the Year” 2024 Award by EnergyBox and has been named “Leading Voice in Commodities 2024” by Cititec. He co-hosts the Award-winning “Redefining Energy” podcast.

Stefan Müller, a graduate engineer, is responsible for sales activities, international business, marketing, and business development as Chief Operating Officer (COO) and shareholder of ENERPARC. He began his more than 20-year career in the solar industry in 1992 at a renowned solar company in Germany. In the eight years prior to becoming self-employed, Stefan Müller held international management positions and lived in India, Spain, and Singapore, among other places.

Further Content
Publications
European Market Outlook for Battery Storage 2025–2029

Comprehensive analysis of Europe’s battery storage market – now available for download

Thomas Raffeiner and Petrouschka Werther
What EV Acceleration Means for the Grid

The smarter E Podcast Episode 260 | Language: English

July 9, 2026

Cars as batteries on wheels: Thomas Raffeiner and Petrouschka Werther discuss how V2G and smart charging turn EVs into critical grid assets.

Howard Wenger and Aaron Thurlow
How U.S. Innovators Are Reshaping Solar

The smarter E Podcast Episode 261 | Language: English

July 23, 2026

Live from Munich: Industry leaders discuss Nextpower’s integration of utility-scale storage and Caelux’s breakthrough perovskite-on-glass solar tech.

Intersolar Middle East Conference 2026
Towards Net Zero: Decarbonizing C&I Sector in MENA with Solar Leasing

Tuesday, September 01, 2026, 04:45 pm

Intersolar Middle East Conference 2026 | Conference Program

premium account

Gain firsthand insights from landmark solar developments transforming the Middle East and North Africa. This session showcases large-scale project successes, innovative technologies, and lessons learned, highlighting how strategic partnerships and bold investments are advancing regional energy goals and setting new benchmarks for global renewable deployment.

Rutger Schlatmann and Angelika Harter
Perovskites: The Race for the Future of PV?

The smarter E Podcast Episode 258 | Language: English

June 25, 2026

HZB researchers explore perovskite tandem solar cells, efficiency gains, and the challenges of bringing the technology to market.

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