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)

76. Battery swapping for two-wheelers: Gogoro - jun22

76. Battery swapping for two-wheelers: Gogoro - jun22

After the fiasco of “Better place” in 2013, a much-hyped Israeli start up that proposed battery swapping for cars, everybody thought that the concept of battery swapping was dead. Against all odds, an...

15 Jun 202229min

75. Lithium: “White Gold” rush or the “limiting factor”? - jun22

75. Lithium: “White Gold” rush or the “limiting factor”? - jun22

Elon Musk calls Lithium supply the “limiting factor” for electric vehicle adoption globally. Lithium is the key material for the Energy Transition and is currently enjoying a “white gold” rush.The sup...

1 Jun 202230min

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 Ene...

16 Mai 202225min

73. High energy prices vs. the Energy transition - may22

73. High energy prices vs. the Energy transition - may22

Over the past few months, energy prices have gone through the roof, and Russia’s invasion of Ukraine has put energy security on the front burner. We can legitimately ask ourselves: Are high energy pri...

1 Mai 202227min

72. A Ukrainian Utility at War. A story of resistance, resilience, and hope - apr22

72. A Ukrainian Utility at War. A story of resistance, resilience, and hope - apr22

How to survive a war when you are a Utility in Ukraine? Thanks to Eurelectric which organised the introduction, we have the honour of welcoming a hero of the Energy world: Maxim Timchenko, CEO of DTEK...

15 Apr 202218min

71. Ventures and breakthroughs to decarbonise Heat - apr22

71. Ventures and breakthroughs to decarbonise Heat - apr22

Decarbonising Heat is a significant challenge on the road to Net-Zero, Climate Resilience and Energy Security. It is also a very complex problem as there are several categories of heat that require di...

1 Apr 202225min

70. Why digital management of Batteries matters? - mar22

70. Why digital management of Batteries matters? - mar22

The deployment of Li-Ion batteries has exploded in recent years and is expected to enjoy a 30% annual growth until 2030. But those very critical pieces of hardware need a brain to fully function, and...

16 Mar 202228min

69. Escape from Russia: Rewiring Europe - mar22

69. Escape from Russia: Rewiring Europe - mar22

The war in Ukraine is a total gamechanger. Beyond the personal drama and misery inflicted on millions of human beings, it triggers a tremor in the world of Energy of a magnitude not seen since the Oil...

1 Mar 202223min

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