117. Infrastructure Investing, the consolidation

117. Infrastructure Investing, the consolidation

Why has the fund raised by infrastructure fund drastically collapsed in 2023. Is it linked to lackluster returns in a high interest rate environment?
At the same time, we have seen numerous acquisitions of mid size infrastructure specialists by larger global asset managers, case in point the very spectacular purchase of Global Infrastructure Partners by Blackrock (or is it a reverse take over?).
Where is the infrastructure investing going? That’s what on the menu of this week’s Minutes

Join Laurent and Gerard in Berlin – 20/21 March 2024 – Global Infrastructure Summit https://www.peievents.com/en/event/infrastructure-investor-global-summit/

Episoder(185)

84. Floating Offshore Wind - oct22

84. Floating Offshore Wind - oct22

Offshore Wind was one of the great development successes of the past decade, growing in 10 years from a few pilot projects to a real industry. Two zones have been at the fore front: the North Sea (wit...

15 Okt 202230min

83. The rising tide of Electric Shipping - oct22

83. The rising tide of Electric Shipping - oct22

Decarbonising the shipping industry seemed very aspirational until recently. Lofty goals are out there: “The International Maritime Organization (IMO) has set an ambition to reduce the carbon intensit...

1 Okt 202227min

82. The new Carbon Markets - sep22

82. The new Carbon Markets - sep22

In the past two years, we’ve seen a remarkable renaissance of the carbon markets. Some markets are of a “compliance” type - like in Europe - heavily regulated but limited in geography and scope; but t...

15 Sep 202230min

81. Nuclear industry at the crossroads - sep22

81. Nuclear industry at the crossroads - sep22

Talking about nuclear is tough. In the left corner, a besieged and opaque industry only delivering carefully crafted talking points; and in the right corner, most of the energy economists and financie...

1 Sep 202232min

80. Solar rooftop: the foot soldiers of the Energy Transition - aug22

80. Solar rooftop: the foot soldiers of the Energy Transition - aug22

This episode is done in partnership with SolarPower Europe.There is a lot of media around Utility solar, but the real solar revolution is happening one rooftop at the time. In China, the EU and Austra...

16 Aug 202226min

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 sec...

1 Aug 202223min

78. Batterytech, VCs, SPACs:  “There will be blood” - jul22

78. Batterytech, VCs, SPACs: “There will be blood” - jul22

The future of storage is so bright that investing in in the vertical and its adjacencies is the opportunity of a lifetime. At the same time, buyer beware - there are many Theranos-like investment oppo...

15 Jul 202227min

77. Subsea interconnectors - jul22

77. Subsea interconnectors - jul22

Subsea interconnectors are a very discreet sector, it entails decade-long developments…but are developing fast and have become critical to increasing renewables penetration and enhancing energy securi...

1 Jul 202230min

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