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

Over the past few months, energy prices have gone through the roof, and Russia’s invasion of Ukraine has put energy security on the front burner. We can legitimately ask ourselves: Are high energy pri...

1 Mai 202227min

How to survive a war when you are a Utility in Ukraine? Thanks to Eurelectric which organised the introduction, we have the honour of welcoming a hero of the Energy world: Maxim Timchenko, CEO of DTEK...

15 Apr 202218min

Decarbonising Heat is a significant challenge on the road to Net-Zero, Climate Resilience and Energy Security. It is also a very complex problem as there are several categories of heat that require di...

1 Apr 202225min

The deployment of Li-Ion batteries has exploded in recent years and is expected to enjoy a 30% annual growth until 2030. But those very critical pieces of hardware need a brain to fully function, and...

16 Mar 202228min

The war in Ukraine is a total gamechanger. Beyond the personal drama and misery inflicted on millions of human beings, it triggers a tremor in the world of Energy of a magnitude not seen since the Oil...

1 Mar 202223min

As we are celebrating the 20th anniversary of the seminal book by Jeremy Rifkin “The Hydrogen Economy” and the astronomical amount of non-sense it contained, we wanted to have a real look at the prosp...

15 Feb 202229min

Gigafactory: a term first coined by Elon Musk in 2013 when announcing the Tesla+Panasonic giant battery plant in Nevada. There are currently more than 260 Gigafactories planned around the world, but l...

1 Feb 202230min

Delivering 24/7 carbon free power is the holy grail for infrastructure funds. Such progress requires a new approach to investing. New technologies need to be harnessed: Hybridization, storage, and dat...

16 Jan 202227min