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 security. They were originally developed around the North Sea and the Baltic Sea by TSO (Transmission System Operators) but have now caught the interest of large private infrastructure investors. Those HVDC cables, running for hundreds of kms under the seabed, can carry (in both ways) power equivalent to a nuclear plant.

How are those projects being developed? What are their revenue models? What are the technical options? What does the future look like as pharaonic projects liking continents are now being considered? Gerard and Laurent provide an in-depth view into the beauty and sophistication of those projects with the “captain Nemo” of interconnectors, Simon Ludlam.

Simon, a former investment banker, is the founding partner of Etchea Energy which currently provides the Management Team to the Irish MaresConnect interconnector project. Etchea Energy previously provided Project Director services to the €500m Greenlink Interconnector where it was successful in introducing Cap & Floor regulation in Ireland, securing PCI status for the project, and raising equity finance for the construction phase. Prior to Greenlink, Simon originated and led the development of the €600m ElecLink interconnector project through the Channel Tunnel.

We thank our friend and partner Aquila Capital for supporting the show

Avsnitt(179)

180. The KKR Energy formula - May25

180. The KKR Energy formula - May25

KKR is a Private Equity giant whose involvement in the Energy/Infrastructure sector has grown bigger over the decades. Energy/Infrastructure investments now represents approx 10% of their global Asset...

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179. The future of the Auto Industry: Winners, challengers and zombies - May25

179. The future of the Auto Industry: Winners, challengers and zombies - May25

On one hand, tariffs are causing significant disruption in the global automotive industry. On the other, the electric vehicle (EV) market continues to surge, seemingly unaffected. According to the lat...

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178. Delivering the Wind Reset - May25

178. Delivering the Wind Reset - May25

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177. The Transatlantic Power Cable: from concept to reality - Apr25

177. The Transatlantic Power Cable: from concept to reality - Apr25

There's been a great deal of excitement and curiosity surrounding the idea of a Transatlantic Interconnector. So, as co-founders, Laurent Segalen and Simon Ludlam, alongside their adviser Gerard Reid,...

28 Apr 202535min

176.  Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25

176. Renewables are dominating the Electrification of an Energy-hungry world (with Ember) - Apr 25

As we start receiving data for the year 2024 in terms of Energy Production and Consumption, it is time to have a forensic analysis of the global Energy Complex in 2024.Last month we had the always com...

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175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25

175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25

Capitalizing on the Infrastructure giants’ Blind Spots: How can a specialised PE fund thrive under the new US Administration?The Energy Transition encompasses more than just power and AI. We have chos...

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174. Live from Cambridge – Laurent and Gerard with Pr. David Cebon on Electrifying trucks

174. Live from Cambridge – Laurent and Gerard with Pr. David Cebon on Electrifying trucks

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173. The politization of Critical Materials - Mar25

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The XXIst century economy will be powered by 'critical minerals' such as lithium, nickel, cobalt, and rare earths. China has spent the past 20 years building a dominant position across the supply chai...

24 Mars 202533min

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