160. Financing the Residential Energy Transition - Nov24

160. Financing the Residential Energy Transition - Nov24

Deploying solar and heat pumps in the residential sector is all well and good, but many attempts to scale have unfortunately failed.
Beyond the king Octopus, Simon Phelan and his company Hometree have managed to become an unlikely challenger in the deployment of the Energy transition inside home. And Simon has achieved this feat by flipping the system onto his head.
Hometree is a company that offers its customers home emergency breakdown insurance, plus installations and financing for energy efficient hardware. The achievements of Hometree are truly remarkable: 100,000 homes covered, a network 5,000 engineers, 100mEUR VC raised (Legal & General, Blackrock), 400mEUR securitisation of behind the meter asset portfolio (Barclays and CPPIB).
How has the Hometree system cracked the code of home energy decarbonisation?
They don’t “push” a product or a technology, they “pull” the client towards the best decarbonised solution. It starts with insurance, making sure that your heating system always work and thus creating long term relationships with clients.
Then comes the financing with fully wrapped solutions that lower the prices; the financing is then securitised to investors. And it is a good risk. Finally, having boots on the ground to serve clients to repair, maintain or build.
The eco-system is so versatile and powerful that all Utilities are looking to partner with Hometree … in the secret hope of staying relevant against the Octopus juggernaut. We call Hometree: “the Best of the Rest”.

Episoder(175)

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...

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207. E-Mobility and V-2-X - dec25

207. E-Mobility and V-2-X - dec25

Gerard is on stage with Adele Zhao - Trina Solar and Thomas Raffeiner- The Mobility House at the Smarter E Conference.In a conversation hosted by Jonathan Gifford, they discuss about the future for th...

8 Des 202529min

206. Renewables Repriced: Hedge Funds and Algo power trading - dec25

206. Renewables Repriced: Hedge Funds and Algo power trading - dec25

For much of the past two decades, renewable energy investment was viewed as a core infrastructure play—favoured by funds and long-term capital seeking predictable, government-backed cash flows. Yet th...

1 Des 202531min

205. Elexon: The Hidden Engine of Britain’s Power Market - nov25

205. Elexon: The Hidden Engine of Britain’s Power Market - nov25

Running a power market isn’t just about generating electricity—it’s about making sure every kilowatt is accounted for. Someone has to calculate who owes what, make sure the rules are fair, and keep th...

24 Nov 202529min

204. Live from COP30 – WTFFF and Other Tales from the Amazon

204. Live from COP30 – WTFFF and Other Tales from the Amazon

Laurent sits down with Bruce Douglas, CEO of the Global Renewable Alliance, for a live conversation from COP30 in Belém, Brazil.They explore how COP30 is structured, the role of the Global Renewable A...

17 Nov 202519min

203. Peak Solar - nov25

203. Peak Solar - nov25

Solar energy has experienced explosive growth over the past five years — doubling in capacity outside of China and quadrupling within China. But with this rapid expansion come new concerns: Are we sca...

10 Nov 202529min

202. The US Power Industry Mismatch: Large Load Growth vs. Investment Capital - Nov25

202. The US Power Industry Mismatch: Large Load Growth vs. Investment Capital - Nov25

Laurent and Gerard have an explosive conversation with Bryan Long, Executive Director in JPMorgan’s Commodities Group.They explore why U.S. energy market signals are failing to support new capacity in...

3 Nov 202528min

201. Battery Boom or Policy Bust? The Big EV Divergence - Oct25

201. Battery Boom or Policy Bust? The Big EV Divergence - Oct25

We are in the middle of a battery boom, for EVs and even more for BESS. What's really happening in the electric vehicle (EV) market? Is China dominating the field, or are serious alternatives emerging...

27 Okt 202528min

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