66. “The missing hours”: in search of 24/7 carbon free power - jan22

66. “The missing hours”: in search of 24/7 carbon free power - jan22

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 data science. The ESG component is also getting additional scrutiny from investors. So, how will the state-of-the-art infrastructure fund of the 2020’s look like.

We have the privilege of welcoming David Scaysbrook, co-founder and managing partner of Quinbrook Infrastructure Partners. We discuss his vision and execution of infrastructure capable of delivering 24/7 carbon free power. Our conversation covers all type of renewables: wind, solar, hydro, biomass, methane recovery and battery storage. We also talk about the growing importance of digital and ESG.

Reference to two great podcasts:
-Jigar Shah, head of Loans Office Program DOE, on Experts Only https://podcasts.apple.com/gb/podcast/experts-only-podcast-104-with-commercial-financing/id1277844958?i=1000545651034
-Elon Musk on the Lex Fridman Show
https://podcasts.apple.com/us/podcast/252-elon-musk-spacex-mars-tesla-autopilot-self-driving/id1434243584?i=1000546357873

Thank you to our new partner DLA Piper.

Episoder(185)

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59. Long Duration Energy Storage: the “Final Frontier” - oct21

59. Long Duration Energy Storage: the “Final Frontier” - oct21

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58. Fuel Switch or Fuel Fix for Steel and Cement? - sep21

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Steel and cement with their 2,000 mills and 3,000 kilns, together currently emit 15% of the world’s CO2. So far, they’ve been exempted from carbon trading or carbon pricing, which means no significant...

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57. Methane, the invisible elephant in the room - sep21

57. Methane, the invisible elephant in the room - sep21

Methane is the largest source of greenhouse gas after CO2. The latest IPCC report has flagged the issue as “Code Red”. Until recently, Methane Emissions had not been universally monitored nor managed....

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56. How to decarbonise Aviation? - aug21

56. How to decarbonise Aviation? - aug21

The future of Sustainable Aviation is a very hot topic, but there are currently more questions than answers: How much of the aviation can be electrified? Will innovation come from start-ups teaming up...

15 Aug 202129min

55. EVs: Tesla against the world - aug21

55. EVs: Tesla against the world - aug21

2020 has proven a turning point in the EV market, and the trend is accelerating in 2021: more models, stronger public policies, mass roll-out of charging infrastructure, and a 300bnUSD race to catch u...

1 Aug 202133min

54. Energy Trading: it is now man vs. machine - jul21

54. Energy Trading: it is now man vs. machine - jul21

The development of renewables has made power markets much more volatile, hence “volatility is the new gold”. Harnessing that volatility requires skills much beyond the traditional Energy Trader’s capa...

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53. Oil Majors: the journey from molecules to electrons - jul21

53. Oil Majors: the journey from molecules to electrons - jul21

Navigating the Energy Transition for an Oil Major is not that simple. Decades-old simple centralised molecules energy systems are making way to decentralised electrons models. Some Oil Majors have sim...

1 Jul 202135min

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