175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25
Redefining Energy7 Huhti 2025

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

Capitalizing on the Infrastructure giants’ Blind Spots: How can a specialised PE fund thrive under the new US Administration?

The Energy Transition encompasses more than just power and AI. We have chosen to explore the niche yet crucial areas of waste gas, biofuels, sustainable aviation fuel (SAF), and emissions capture.

At the heart of this journey is Cresta, a $2 billion specialist fund positioned at the intersection of Private Equity and Infrastructure. Chris Rozzell, the fund's Managing Partner, shares insights on how a fund focused on industrial sectors can thrive in underappreciated sub-sectors like mid-stream infrastructure—areas often overlooked by larger, more traditional funds.

By adopting a strategy akin to a scavenger's approach, Cresta has capitalized on these opportunities. Chris also discusses the impact of the new US administration on his investment thesis and why choosing the Zag when everyone else is choosing the Zig has proven to be highly profitable.

While the Energy Transition is multifaceted, it is also fraught with blind spots. Cresta stands as a prime example of how industrial expertise can drive meaningful decarbonization efforts.

The discussion in this podcast is for informational purposes and should not be relied on as investment advice or an offer to sell or a solicitation for an offer to buy any securities. Any opinions expressed are those of the speaker and are subject to change. Listeners should not make investment decisions based solely on the information in this podcast.

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167. The future growth of LNG - Jan 25

167. The future growth of LNG - Jan 25

As the price of gas and LNG (Liquified Natural Gas) becomes a key factor for the value of the world’s energy, we have decided to bring in a top gas expert to explain where the market is and how is it ...

27 Tammi 202533min

166. Green Equities Performance: Core vs Periphery - Jan 2025

166. Green Equities Performance: Core vs Periphery - Jan 2025

For the first episode of 2025, Gerard and Laurent have the pleasure of welcoming Shanu Mathew. Shanu is a Senior Vice President at Lazard Asset Management and Portfolio Manager/Analyst on US Sustainab...

13 Tammi 202530min

165. Our Predictions for 2025

165. Our Predictions for 2025

Happy new year to all our listeners. It has become a tradition for the first episode of the year: Gerard, Laurent and Michael present their 2025 Predictions in the Energy Transition.Here are the predi...

2 Tammi 202527min

164. 2024 Wrap up: Successes, Surprises and Shocks

164. 2024 Wrap up: Successes, Surprises and Shocks

Merry Christmas. This is our last Episode of the Year where Laurent and Gerard summarise what impressed them, surprised them and shocked them. AI, Hydrogen, Renewables, USA vs Europe vs China, Climate...

23 Joulu 202417min

163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption

163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption

Gerard delivered a master class at TedXBerlin about the four forces driving the Energy Revolution Solar, Batteries, Electronics and China. It is called “Welcome to the Era of Energy Disruption”  An ex...

16 Joulu 202414min

162. Industrial Climate Solutions – Bridging the “Missing Middle” - Dec24

162. Industrial Climate Solutions – Bridging the “Missing Middle” - Dec24

Just Climate is a 1.5bnUSD vehicle established by Generation Investment with the mission to invest in the highest impact solutions that can radically reduce or remove emissions. They occupy the “missi...

9 Joulu 202430min

161. Northvolt - Epitaph

161. Northvolt - Epitaph

Northvolt, once the poster child of the European battery industry, shocked the world last month by filling for Chapter 11 in the United States. The Swedish battery start-up burned through billions of ...

2 Joulu 202417min

160. Financing the Residential Energy Transition - Nov24

160. Financing the Residential Energy Transition - Nov24

Deploying solar and heat pumps in the residential sector is all well and good, but many attempts to scale have unfortunately failed.Beyond the king Octopus, Simon Phelan and his company Hometree have ...

25 Marras 202431min

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