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)

105. Geothermal: Earth, Wind and Fire - Sept23

105. Geothermal: Earth, Wind and Fire - Sept23

Geothermal has been around for decades and always considered part of the Energy Transition. Unfortunately, its development has been limited to very specific geographical location (US West Coast, Icela...

1 Sep 202330min

104. Is Carbon the new Crypto? Aug23

104. Is Carbon the new Crypto? Aug23

After a decade in obscurity, carbon offsets have resurrected in recent years as more companies are targeting net zero. Volumes and prices have picked up in 2021-22 to create a 2bn USD market that some...

16 Aug 202329min

103. Battery chemistry: China against the World - Aug23

103. Battery chemistry: China against the World - Aug23

As the growth of the EV market and Energy Storage continues unabated, we wanted to know what the current State of Play in the Battery industry is.In 2023, China dominates the Li_Ion battery market and...

1 Aug 202331min

102. Post Energy crisis, the “need for speed” - Live from Brussels / Eurelectric with Leo Birnbaum (CEO E.ON) - Jul23

102. Post Energy crisis, the “need for speed” - Live from Brussels / Eurelectric with Leo Birnbaum (CEO E.ON) - Jul23

Live from Brussels, on the 20th of June 2023, we were invited to interview Leonard Birnbaum. Since he came last on the show (Ep50), the whole Energy Sector has been through hell with Russia invasion o...

15 Jul 202328min

101. Iron + Carbon = Innovations (Clean Power, LDES, Hydrogen, CCUS) - Jul23

101. Iron + Carbon = Innovations (Clean Power, LDES, Hydrogen, CCUS) - Jul23

Steel is essential for the equipment of the Energy Transition (Wind, EVs) but at the same time bears a very significant carbon footprint: 1.8tCO2/t steel. Pushed and/or incentivised by policies in the...

1 Jul 202329min

100. “2030: have we succeeded the Energy Transition?” with Katherine Hamilton and Jigar Shah - Jun23

100. “2030: have we succeeded the Energy Transition?” with Katherine Hamilton and Jigar Shah - Jun23

What a pleasure, what an honor to have the original Energy Gang on our show to celebrate our 100th Episode.The wit of Katherine Hamilton and the laugh of Jigar Shah were our inspiration 5 years ago wh...

15 Jun 202330min

99. Operating a Grid in transition - Jun23

99. Operating a Grid in transition - Jun23

The electricity network is the bloodline of the economy. It is a very complex system, built over decades, with layers of technologies and it has to be reliable 24/7. We hardly talked about this networ...

1 Jun 202327min

98. Optimising solar fleets: the “secret sauce” - May23

98. Optimising solar fleets: the “secret sauce” - May23

How to optimise a fleet of hundreds of solar parks? And the work needs to start once the asset has been energised...and continue for decades. Plus, as with an iceberg, most of the work is below the su...

15 Mai 202329min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
finansredaksjonen
utbytte
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
okonomiamatorene
rss-sunn-okonomi
lederpodden
rss-markedspuls-2
flypodden
rss-fa-makro