47. Batteries, a new Asset Class in Infrastructure Investing - apr21

This week, Gerard and Laurent have been invited to a private event organized by Aquila Capital in March 2024, during the Global Infrastructure Conference, where they debate with Markus Wandt, CIO Aqui...

8 Apr 202421min

The main hindrance to the development of renewables is the connection queue. Basically, grid operators tell developers “Sorry guys, we’re full”. A recent study by RMI has proven that this is simply no...

1 Apr 202430min

This week, Gerard and Laurent talk about the 3 big energy gatherings that happened this week. Houston (CERAweek), Bilbao (WindEurope) and Berlin (Global Infrastructure Summit). Laurent and Gerard were...

25 Mar 202411min

“It’s hard to play a good game when you have been served weak cards”. This is the perennial challenge of Japan when it comes to the Energy Transition. And the game is getting harder when your two main...

18 Mar 202429min

This week, Gerard and Laurent talk about Conferences / Exhibition that they recently attended and what they have learned there. Gerard was in Germany’s E-World while Laurent was in London’s Energy Sto...

11 Mar 20249min

The two limiting factors for a faster deployment of EVs are the price of vehicles and “range anxiety”. While the former is being addressed by an ever-growing number of cheaper models available on the ...

4 Mar 202430min

This week, Gerard and Laurent talk about three great reports that have recently been published and deliver some world-class data about past achievements, current status and the direction of travel. As...

26 Feb 20249min

To discuss everything that’s going on in the PPA market (and a lot of things are happening), Gerard and Laurent bring back the excellent Luca Pedretti, CEO and co-founder Pexapark. Pexapark is the lea...

19 Feb 202431min