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)

151. Peak Fossil Fuels - Sep24

151. Peak Fossil Fuels - Sep24

ExxonMobil forecasts 2050 Oil demand be the same as today. We believe that they are just “talking their books.”To discuss the future of the Energy system as well as the fight against Climate Change, w...

23 Sep 202425min

150. The new Valuation of Wind Assets

150. The new Valuation of Wind Assets

As Europe has reached 270GW wind power (vs 150GW USA), corresponding to a value of 500bnEUR, we dig into the value of those assets. Gerard being out, Laurent brought his friend Mortimer Menzel, Managi...

16 Sep 202413min

149. Hydropower in a 24/7 Clean Energy System - Sep24

149. Hydropower in a 24/7 Clean Energy System - Sep24

As wind and solar become ubiquitous, the value of hydropower goes up. Hydropower is becoming the ultimate clean energy, as it is flexible and easily dispatchable.Hydropower is concentrated in certain ...

9 Sep 202430min

148. Batteries: the Great Consolidation

148. Batteries: the Great Consolidation

“Summer has come and passed / The innocent can never last / Wake me up when September ends”. Like John Wick, Laurent thinks he is back.So we have a very energetic Minutes to start September. With Gera...

2 Sep 202412min

147. Decarbonising buildings - Aug24

147. Decarbonising buildings - Aug24

How to decarbonise buildings? That’s an important topic because that sector accounts for 37% of all emissions, making it one of the three pillars of decarbonisation next to electricity generation and ...

26 Aug 202431min

146. NREL: “Our Renewable Energy Future” - Aug24

146. NREL: “Our Renewable Energy Future” - Aug24

A special interview with one of the great minds of the Energy Transition. Dr. Doug Arent is the Executive Director of Strategic Public– Private Partnerships at the National Renewable Energy Laboratory...

19 Aug 202431min

145. Clash of Titans (Barnard vs Martin) – Industrial Heat Redefined

145. Clash of Titans (Barnard vs Martin) – Industrial Heat Redefined

During Summer season, we bring you back the best of our sister show, Redefining Energy TECH, where host Michael Barnard invites Paul Martin for a very long and geekie conversation about innovative sol...

12 Aug 20241h 29min

144. Bill Gates and Energy (2/2) – the Investments / Breakthrough Energy Ventures

144. Bill Gates and Energy (2/2) – the Investments / Breakthrough Energy Ventures

In episode 143, Gerard, Laurent and Michael have discussed the philosophy of Bill Gates when it comes to the Energy Transition, and the root causes of his flawed thesis. Let see now if this transpires...

4 Aug 202418min

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