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(179)

148. Batteries: the Great Consolidation

148. Batteries: the Great Consolidation

“Summer has come and passed / The innocent can never last / Wake me up when September ends”. Like John Wick, Laurent thinks he is back.So we have a very energetic Minutes to start September. With Gera...

2 Syys 202412min

147. Decarbonising buildings - Aug24

147. Decarbonising buildings - Aug24

How to decarbonise buildings? That’s an important topic because that sector accounts for 37% of all emissions, making it one of the three pillars of decarbonisation next to electricity generation and ...

26 Elo 202431min

146. NREL: “Our Renewable Energy Future” - Aug24

146. NREL: “Our Renewable Energy Future” - Aug24

A special interview with one of the great minds of the Energy Transition. Dr. Doug Arent is the Executive Director of Strategic Public– Private Partnerships at the National Renewable Energy Laboratory...

19 Elo 202431min

145. Clash of Titans (Barnard vs Martin) – Industrial Heat Redefined

145. Clash of Titans (Barnard vs Martin) – Industrial Heat Redefined

During Summer season, we bring you back the best of our sister show, Redefining Energy TECH, where host Michael Barnard invites Paul Martin for a very long and geekie conversation about innovative sol...

12 Elo 20241h 29min

144. Bill Gates and Energy (2/2) – the Investments / Breakthrough Energy Ventures

144. Bill Gates and Energy (2/2) – the Investments / Breakthrough Energy Ventures

In episode 143, Gerard, Laurent and Michael have discussed the philosophy of Bill Gates when it comes to the Energy Transition, and the root causes of his flawed thesis. Let see now if this transpires...

4 Elo 202418min

143. Bill Gates and Energy (1/2) – the Thesis

143. Bill Gates and Energy (1/2) – the Thesis

Bill Gates is sucking a lot of oxygen in the Energy Transition. Is he a force for good, or a nuisance? What is his thesis and where does it come from? And is the thesis still valid in 2024 or obsolete...

29 Heinä 202419min

142. Batteries vs Hydrogen (Gerard is Live at EcoSummit 2024)

142. Batteries vs Hydrogen (Gerard is Live at EcoSummit 2024)

This week, it is a solo by Gerard Reid.This is the audio of its remarkable presentation at EcoSummit Berlin in June 2024. The topic is “Batteries vs Hydrogen”Link to the YouTube   https://www.youtube....

22 Heinä 202415min

141. Texas, California: From Renewable Energy developer to IPP - Jul24

141. Texas, California: From Renewable Energy developer to IPP - Jul24

Texas and California have witnessed a crazy growth in Solar and Batteries in recent years. In 2024 California has 24GW of Solar and 9GW of batteries on its grid; Texas has grown even faster with 31GW ...

15 Heinä 202429min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-rahamania
herrasmieshakkerit
ostan-asuntoja-podcast
rss-seuraava-potilas
rahapuhetta
rss-20-30-40-podcast
taloudellinen-mielenrauha
pomojen-suusta
rss-lahtijat
rss-karon-grilli
rss-inderes-femme
rss-myynnilla-on-asiaa-kert-kenner
rss-draivi
rss-startup-ministerio
rss-bisnesta-bebeja
rss-vaikuttavan-opettajan-vierella