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)

89. Our Predictions for 2023 - Jan23

89. Our Predictions for 2023 - Jan23

Happy new year 2023 to all our listeners. In this Episode, it is Nostradamus vs. Cassandra all over again: Laurent and Gerard review their 2022 predictions (Episode 65) and look forward to the future....

2 Jan 202330min

88. The Solar Juggernaut - dec22

88. The Solar Juggernaut - dec22

Another year of explosive growth for the Solar Industry: production above 300GW, +45% yoy. What’s behind this staggering growth? How are the supply chain evolving? What are the “Fab four” and what new...

15 Des 202231min

87. Inflection point for Biogas/Biomethane - dec22

87. Inflection point for Biogas/Biomethane - dec22

The biogas/biomethane industry is now one of the promising segments of the Energy Transition: security of supply, renewables sources, local jobs, round the clock dispatchability; the industry ticks al...

1 Des 202230min

86. The politics of Energy Infrastructure - nov22

86. The politics of Energy Infrastructure - nov22

Geopolitics and Climate disasters have shown how fragile Energy flows and infrastructures have become. Moving electrons or molecules is becoming an ever-greater challenge in the drive to decarbonisati...

15 Nov 202229min

85. Energy Trading: the "Lehman Moment" - nov22

85. Energy Trading: the "Lehman Moment" - nov22

The war in Ukraine has triggered a dislocation of Energy markets, especially in Europe. This has led to a point a few months ago when governments had to bail out all Utilities which were caught on the...

1 Nov 202231min

84. Floating Offshore Wind - oct22

84. Floating Offshore Wind - oct22

Offshore Wind was one of the great development successes of the past decade, growing in 10 years from a few pilot projects to a real industry. Two zones have been at the fore front: the North Sea (wit...

15 Okt 202230min

83. The rising tide of Electric Shipping - oct22

83. The rising tide of Electric Shipping - oct22

Decarbonising the shipping industry seemed very aspirational until recently. Lofty goals are out there: “The International Maritime Organization (IMO) has set an ambition to reduce the carbon intensit...

1 Okt 202227min

82. The new Carbon Markets - sep22

82. The new Carbon Markets - sep22

In the past two years, we’ve seen a remarkable renaissance of the carbon markets. Some markets are of a “compliance” type - like in Europe - heavily regulated but limited in geography and scope; but t...

15 Sep 202230min

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