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(185)

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...

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51. Is there a future for coal in Asia? - jun21

51. Is there a future for coal in Asia? - jun21

While coal is being phased out in Europe and America, it is still the dominant source of energy in Asia. Why is that? And how will the situation evolve? Is there any teeth behind the net zero pledges ...

1 Jun 202131min

50. Redefining Utilities' strategies in the Electric Decade  (with E.ON at Eurelectric Power Summit 21) - may21

50. Redefining Utilities' strategies in the Electric Decade (with E.ON at Eurelectric Power Summit 21) - may21

“Sorry, I’m getting emotional when it comes to smart meters”. Part of Eurelectric’ s Power Summit 2021, we have had a great conversation with Dr Leonhard Birnbaum, the new CEO of E.ON. E.ON is a massi...

15 Mai 202129min

49. The stratospheric rise of Octopus Energy - may21

49. The stratospheric rise of Octopus Energy - may21

The energy retail sector is also experiencing its version of the energy transition, where incumbents with legacy systems are challenged by new entrants rolling out ground-breaking digital platforms.Be...

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48. Solar & batteries: can China’s dominance be challenged? - apr21

48. Solar & batteries: can China’s dominance be challenged? - apr21

China manufactures 2/3 of the world’s solar panels and 2/3 of the world’s batteries. How does it look on the ground? What technological advances do Chinese companies have and what does it means for th...

15 Apr 202126min

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 expect...

1 Apr 202127min

46. Flexible, resilient, sustainable: the making of the XXIst Century Supergrid - mar21

46. Flexible, resilient, sustainable: the making of the XXIst Century Supergrid - mar21

After several black outs in the past months, the irresistible growing trend towards electrification and the relentless rise of renewables, the grid has become the indispensable nervous system of the e...

15 Mar 202127min

45. The Green Industrial Revolution - mar21

45. The Green Industrial Revolution - mar21

The UK Green Industrial Revolution was introduced by Boris Johnson, UK Prime Minister, in 2020. It is a holistic approach to decarbonisation, but we wanted to focus on one of its key aspects: the deve...

1 Mar 202125min

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