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(184)

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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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56. How to decarbonise Aviation? - aug21

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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...

15 Jul 202127min

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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

52. The German "Energiewende" - jun21

52. The German "Energiewende" - jun21

Germany is rightly portrayed as a pioneer in the development of wind and solar. For the past two decades, the German government has granted a) a very stable framework b) very generous terms to renewab...

15 Jun 202131min

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