150. The new Valuation of Wind Assets
Redefining Energy16 Syys 2024

150. The new Valuation of Wind Assets

As Europe has reached 270GW wind power (vs 150GW USA), corresponding to a value of 500bnEUR, we dig into the value of those assets. Gerard being out, Laurent brought his friend Mortimer Menzel, Managing Partner of Augusta Co, one of the most seasoned investment bankers in the wind sector.

After describing the past gloom (interest rates, inflation, supply chain, Ukraine), we analyse the fundamentals of the market and turn out to be very optimistic for the years ahead, both onshore and offshore.

Mortimer talentedly explains how the risks and markets have evolved over time and what impact they will have on future valuations. Overall, he is bullish as ever.

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I will be chairing a free Seminar on the future of Green Energy procurement with Ofgem, KPMG, S&P Global and Renewabl, the award-winning platform I seat on the Board of, at the law firm Wedlake Bell, on Thursday 3/10 at 4pm. In the City of London. Super technical.

Link to Register.
Renewabl day: The future of renewable energy procurement · Luma

Jaksot(177)

178. Delivering the Wind Reset - May25

178. Delivering the Wind Reset - May25

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177. The Transatlantic Power Cable: from concept to reality - Apr25

177. The Transatlantic Power Cable: from concept to reality - Apr25

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28 Huhti 202535min

176.  Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25

176. Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25

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14 Huhti 202531min

175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25

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7 Huhti 202529min

174. Live from Cambridge – Laurent and Gerard with Pr. David Cebon on Electrifying trucks

174. Live from Cambridge – Laurent and Gerard with Pr. David Cebon on Electrifying trucks

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31 Maalis 202530min

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The XXIst century economy will be powered by 'critical minerals' such as lithium, nickel, cobalt, and rare earths. China has spent the past 20 years building a dominant position across the supply chai...

24 Maalis 202533min

172. The new age of Energy Security, Flexibility, and Resilience (with Eurelectric)

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17 Maalis 202524min

171.  PPAs and Tolling: lessons for the future - Mar25

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It has become a tradition to welcome Luca Pedretti, Co-Founder of Pexapark, to the show to discuss the evolving PPA market, especially now that Pexapark has released its annual State of the Market rep...

3 Maalis 202526min

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