74. The new profile of Energy Transition Funds - may22

74. The new profile of Energy Transition Funds - may22

There is not a single day when we don’t hear about new funds being raised to finance the Energy Transition. As very few funds are listed on Exchanges, and it is estimated that more than 2/3 of the Energy Transition is currently financed on private markets, for which there is limited public available information.

Today, we attempt to lift the veil on those VC (Venture Capital), PE (Private Equity), Infrastructure funds which all working to finance the Energy Transition. Who invest in those funds, how they are managed, how do they evolve, what is the “special relationship” between GPs (General Partners) and LPs (Limited Partners)? What will be the performance of the new “Climate tech” and “Decarbonisation” funds that have recently been launched.

We also try to decrypt an increasingly complex regulatory environment where green labels are getting harder to get. Are new regulations a solution to greenwashing or just more bureaucracy?

So, what the new profile of Energy Transition funds?
We have invited Tiffany Howard, Principal at Capstone Partners (a Mizuho Company) to discuss the state of play. Capstone is one of the most active placing agents of the industry. Tiffany discusses with Gerard and Laurent the latest evolutions of the private markets financing the Energy Transition.

We thank our partner DLA Piper for supporting the show

Episoder(174)

215. PPAs, FPAs, IPPs, Flex and Capture rates: new paradigms - Feb26

215. PPAs, FPAs, IPPs, Flex and Capture rates: new paradigms - Feb26

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214. Grid Resilience: hot risks, cold solutions - Feb26

214. Grid Resilience: hot risks, cold solutions - Feb26

Resilience is the buzzword of the moment—from Gerard’s personal resilience on display in Davos last week to the critical issue of grid resilience.  The great Doug Houseman draws a useful distinction b...

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213. Big Funds, Bigger Bets: Inside Infrastructure’s Power Shift - Jan26

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Heat pumps sit at the heart of Europe’s strategy to cut emissions and reduce dependence on imported gas. Under the EU’s REPowerEU plan, the bloc is targeting 60 million heat pumps by 2030. By the end ...

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211. The last Mile revolution: turning Distribution Networks into Flexibility Powerhouses - Jan26

211. The last Mile revolution: turning Distribution Networks into Flexibility Powerhouses - Jan26

Laurent and Gerard sit down with Jo-Jo Hubbard, CEO of Electron, to explore why the centre of gravity in the energy transition is shifting decisively toward the distribution grid. Jo-Jo explains why t...

12 Jan 30min

210. Our Predictions for 2026

210. Our Predictions for 2026

Happy New Year energy nerdsAs tradition demands (and lawyers insist), the first episode of the year is the annual ritual where Gerard, Laurent, and Michael boldly predict the future of the energy tran...

5 Jan 33min

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22 Des 202537min

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Will artificial intelligence reshape the power grid, or will the inertia and complexity of today’s infrastructure slow progress—or even redefine how large language models, chips, and datacenters are d...

15 Des 202531min

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