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(177)

154. The people driving the EV revolution

154. The people driving the EV revolution

While Gerard is doing his rock star concert at TedTalk Berlin, Laurent has invited an old friend, Roger Atkins, Top Voice on EVs to discuss the people behind the EV revolution.  Roger has a 40 year ca...

14 Okt 202419min

153. The Battery-coaster - Oct24

153. The Battery-coaster - Oct24

The battery infrastructure is currently growing 3x faster than the solar industry. Records are beaten daily: in August 2024, for the first time, Chinese battery factories passed the 100GWh production ...

7 Okt 202425min

152. Energy Transition – the Global Investment Guide

152. Energy Transition – the Global Investment Guide

Gerard is live on the Wisdom Tree Commodity Exchange podcast and delivers a masterclass on how to invest in the Energy Transition: Renewables, Equity, Innovation, Commodities.  -----Laurent will be ke...

30 Sep 202432min

151. Peak Fossil Fuels - Sep24

151. Peak Fossil Fuels - Sep24

ExxonMobil forecasts 2050 Oil demand be the same as today. We believe that they are just “talking their books.”To discuss the future of the Energy system as well as the fight against Climate Change, w...

23 Sep 202425min

150. The new Valuation of Wind Assets

150. The new Valuation of Wind Assets

As Europe has reached 270GW wind power (vs 150GW USA), corresponding to a value of 500bnEUR, we dig into the value of those assets. Gerard being out, Laurent brought his friend Mortimer Menzel, Managi...

16 Sep 202413min

149. Hydropower in a 24/7 Clean Energy System - Sep24

149. Hydropower in a 24/7 Clean Energy System - Sep24

As wind and solar become ubiquitous, the value of hydropower goes up. Hydropower is becoming the ultimate clean energy, as it is flexible and easily dispatchable.Hydropower is concentrated in certain ...

9 Sep 202430min

148. Batteries: the Great Consolidation

148. Batteries: the Great Consolidation

“Summer has come and passed / The innocent can never last / Wake me up when September ends”. Like John Wick, Laurent thinks he is back.So we have a very energetic Minutes to start September. With Gera...

2 Sep 202412min

147. Decarbonising buildings - Aug24

147. Decarbonising buildings - Aug24

How to decarbonise buildings? That’s an important topic because that sector accounts for 37% of all emissions, making it one of the three pillars of decarbonisation next to electricity generation and ...

26 Aug 202431min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
svd-tech-brief
uppgang-och-fall
rss-svart-marknad
avanzapodden
dynastin
borsmorgon
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
24fragor
fill-or-kill
ekonomiekot-extra
lastbilspodden
rss-den-nya-ekonomin
tabberaset
rss-veckans-trade