79. The best kept secret (not for long): Energy Efficiency - aug22

79. The best kept secret (not for long): Energy Efficiency - aug22

Energy Efficiency is not sexy, it’s under the radar, hard to invest in. We are talking about small unit amounts, with aggregation problems, credit problems, standardisation problems.
But the whole sector is undertaking a quiet revolution: with the price explosion of retail energy, efficiency is now on everyone’s desk.
In the US, Sunrun has managed to securitise portfolios of rooftop solar using techniques of the mortgage industry. The same techniques are now arriving in Europe, even if it’s more complex because Europe doesn’t have the equivalent of the American FICO score which was introduced 35 years ago and has proven so seminal in the growth of personal lending.
Nevertheless, pioneer utility and distributors like Octopus in the UK or Thermondo in Germany are integrating supply chains and providing financing for a seamless service.
We have the pleasure to receive Alex Betts, fund manager Energy Efficiency at Aquila Capital. We like Aquila because they have a robust methodical approach of EE. We discuss the challenges but also the prospects of EE investment.

We thank our partner DLA Piper for supporting our 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

Luca Pedretti, Co-Founder, Pexapark, returns to discuss how volatility, market design, and new contract structures are transforming power markets and renewable economics. What begins with PPA pricing ...

9 Feb 27min

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...

2 Feb 29min

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

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

The infrastructure fund industry has become one of the most powerful engines behind the rise of renewables and datacenters. With Zak Bentley, Americas Editor, Infrastructure Investor (part of the PEI ...

26 Jan 30min

212. Heat Pumps rise again - Jan26

212. Heat Pumps rise again - Jan26

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 ...

19 Jan 31min

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

209. Deals, Scandals and other memorable moments of 2025

209. Deals, Scandals and other memorable moments of 2025

For our final episode of the year, Laurent jumped onto the Wolfe Power podcast, where he and host Alex Wolfe took a no-nonsense tour through the big energy moments that shaped 2025.  Deals of the Year...

22 Des 202537min

208. AI vs. Energy: the cost of speed - dec25

208. AI vs. Energy: the cost of speed - dec25

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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