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

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

In Episode 47, we dive into the exponential development of batteries into the Grid: the Energy Storage industry is doubling size every year. One of the key market is the UK, where the market is expected to x10 this decade because of the rise of renewables, the electrification of transport and heating, and the need for an ever-greater resiliency.
We wanted to discuss the various aspects of investing in Batteries with Ben Guest, Managing Director at Gresham House, a very talented and innovative Infrastructure Asset Manager. What are the opportunities and the challenges to invest in Batteries from a technical, digital and equity points of view? What are the revenues and how will they evolve? Where is the technology leading us? And so much more is the truly enlightening episode
We thank Aquila Capital for supporting the show!
https://www.aquila-capital.de/en/

Episoder(174)

112. Weaponizing of energy: the end of innocence - Dec23

112. Weaponizing of energy: the end of innocence - Dec23

Last episode of the Year. And what a year. We passed 1m downloads since inception. In 2023, we will have 470k downloads up 34% compared to 2022. Gerard and Laurent saw the Weaponisation of Energy co...

15 Des 202333min

111a. Special Episode - Live from COP28 in Dubai. With Bruce Douglas, CEO Global Renewable Alliance, on 3xRenewables

111a. Special Episode - Live from COP28 in Dubai. With Bruce Douglas, CEO Global Renewable Alliance, on 3xRenewables

This Sunday, a Special Episode. We are going live to COP28 in Dubai.Our special guest is Bruce Douglas, CEO Global Renewable Alliance, who is spearheading the effort around the key message “Double dow...

10 Des 202311min

111.  The Grand Master of Energy Storage - Dec23

111. The Grand Master of Energy Storage - Dec23

In the past 5 years, we have seen an incredible rise of Energy Storage (ESS) on numerous Grids. Those markets, whether in Europe (10GW) or in the USA (16GW), have been created by the magic formula whe...

1 Des 202330min

110. French Nuclear “Oh la la” - Nov23

110. French Nuclear “Oh la la” - Nov23

Why should the 97% of non-French listeners of the podcast be interested in the fate of the French nuclear fleet?With 60GW and 56 reactors, the French nuclear fleet is critical to the very existence of...

15 Nov 202331min

109. Top Trends in Climate Tech - Nov23

109. Top Trends in Climate Tech - Nov23

We hear a lot about Climate Tech, and the VC investments about to revolutionize and accelerate the Energy Transition. Gerard and Laurent wanted to know more. And there is no better place than Silicon ...

1 Nov 202326min

108. Wind: the necessary Reset - Oct23

108. Wind: the necessary Reset - Oct23

Honestly, we have struggled to find a suitable title for this Episode. We thought of and then abandoned catchier titles such as “Withering Wind”, “Have we reached peak wind?” and even “Wind – WTF”. Fi...

16 Okt 202331min

107. Electrifying islands with Cleantech innovations (Jamaica) - Oct23

107. Electrifying islands with Cleantech innovations (Jamaica) - Oct23

The smaller the grid, the higher the price. Islands have been plagued forever by a higher price of power. This is an inherent consequence of their small scale. Add on the top some natural catastrophes...

2 Okt 202330min

106. Chasing Methane leaks - Sept23

106. Chasing Methane leaks - Sept23

At Cop26 was launched the Global Methane Pledge to catalyse action to reduce methane. The problem is that no one really knew how much methane leaked nor who emitted what. Even the emitters didn’t have...

15 Sep 202330min

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