180. The KKR Energy formula - May25
Redefining Energy19 Touko 2025

180. The KKR Energy formula - May25

KKR is a Private Equity giant whose involvement in the Energy/Infrastructure sector has grown bigger over the decades. Energy/Infrastructure investments now represents approx 10% of their global Asset under Management of c.700bnUSD.

KKR’s approach combines several strategies which are developed in different vehicles from run of the mill yield funds to more risky platforms. Since the beginning of the decade, KKR has invested billions in the acquisitions of assets in the sector (Zenobe, Avantus, Albioma, Contour Global, Actis, Ignis, SMS, Acciona, Encavis, EGC, Eni biofuels) plus a special agreement to develop AI with ECP.

Laurent and Gerard have the pleasure and privilege to invite Emmanuel Lagarrigue, Partner and co-head of Global Climate at KKR, who co-runs this global effort. Prior joining KKR in 2022, Emmanuel had a 27 years stellar career at Schneider Electric where he ended up leading the Group Strategy. Under his tenure, Schneider Electric’s shares grew tenfold.

What is KKR’s strategy, how can it provide returns in this volatile environment, how to foster synergies inside its portfolio, where are the next big trends they are looking at? Emmanuel also discusses how private markets and public markets differ when it comes to asset valuations, how to deal with volatility, how much energy growth will be triggered by datacenters and finally what he thinks about Hydrogen and ”Green Premiums”.

A ”tour de force” from one of the most prominent Energy investor on the planet.

Jaksot(173)

214. Grid Resilience: hot risks, cold solutions - Feb26

214. Grid Resilience: hot risks, cold solutions - Feb26

Resilience is the buzzword of the moment—from Gerard’s personal resilience on display in Davos last week to the critical issue of grid resilience.  The great Doug Houseman draws a useful distinction b...

2 Helmi 29min

213. Big Funds, Bigger Bets: Inside Infrastructure’s Power Shift - Jan26

213. Big Funds, Bigger Bets: Inside Infrastructure’s Power Shift - Jan26

The infrastructure fund industry has become one of the most powerful engines behind the rise of renewables and datacenters. With Zak Bentley, Americas Editor, Infrastructure Investor (part of the PEI ...

26 Tammi 30min

212. Heat Pumps rise again - Jan26

212. Heat Pumps rise again - Jan26

Heat pumps sit at the heart of Europe’s strategy to cut emissions and reduce dependence on imported gas. Under the EU’s REPowerEU plan, the bloc is targeting 60 million heat pumps by 2030. By the end ...

19 Tammi 31min

211. The last Mile revolution: turning Distribution Networks into Flexibility Powerhouses - Jan26

211. The last Mile revolution: turning Distribution Networks into Flexibility Powerhouses - Jan26

Laurent and Gerard sit down with Jo-Jo Hubbard, CEO of Electron, to explore why the centre of gravity in the energy transition is shifting decisively toward the distribution grid. Jo-Jo explains why t...

12 Tammi 30min

210. Our Predictions for 2026

210. Our Predictions for 2026

Happy New Year energy nerdsAs tradition demands (and lawyers insist), the first episode of the year is the annual ritual where Gerard, Laurent, and Michael boldly predict the future of the energy tran...

5 Tammi 33min

209. Deals, Scandals and other memorable moments of 2025

209. Deals, Scandals and other memorable moments of 2025

For our final episode of the year, Laurent jumped onto the Wolfe Power podcast, where he and host Alex Wolfe took a no-nonsense tour through the big energy moments that shaped 2025.  Deals of the Year...

22 Joulu 202537min

208. AI vs. Energy: the cost of speed - dec25

208. AI vs. Energy: the cost of speed - dec25

Will artificial intelligence reshape the power grid, or will the inertia and complexity of today’s infrastructure slow progress—or even redefine how large language models, chips, and datacenters are d...

15 Joulu 202531min

207. E-Mobility and V-2-X - dec25

207. E-Mobility and V-2-X - dec25

Gerard is on stage with Adele Zhao - Trina Solar and Thomas Raffeiner- The Mobility House at the Smarter E Conference.In a conversation hosted by Jonathan Gifford, they discuss about the future for th...

8 Joulu 202529min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-lahtijat
rss-rahamania
rss-neuvottelija-sami-miettinen
rahapuhetta
ostan-asuntoja-podcast
rss-porssipuhetta
rss-laakispodi
rss-h-asselmoilanen
rss-startup-ministerio
rss-bisnesta-bebeja
taloudellinen-mielenrauha
pomojen-suusta
sijoituspodi
rss-rikasta-elamaa
rss-yrittajat-ymparillani
rss-porssipodi