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 sector is undertaking a quiet revolution: with the price explosion of retail energy, efficiency is now on everyone’s desk.
In the US, Sunrun has managed to securitise portfolios of rooftop solar using techniques of the mortgage industry. The same techniques are now arriving in Europe, even if it’s more complex because Europe doesn’t have the equivalent of the American FICO score which was introduced 35 years ago and has proven so seminal in the growth of personal lending.
Nevertheless, pioneer utility and distributors like Octopus in the UK or Thermondo in Germany are integrating supply chains and providing financing for a seamless service.
We have the pleasure to receive Alex Betts, fund manager Energy Efficiency at Aquila Capital. We like Aquila because they have a robust methodical approach of EE. We discuss the challenges but also the prospects of EE investment.

We thank our partner DLA Piper for supporting our show

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Avsnitt(196)

237. Datacenters: "Let’s get Physical" with Quinbrook - Jul26

237. Datacenters: "Let’s get Physical" with Quinbrook - Jul26

Gerard and Laurent first welcomed David Scaysbrook to the podcast in Episode 66, back in January 2022, for a conversation about the future of 24/7 power. Four years later, it felt like the right momen...

13 Juli 31min

236. The Bankability of Energy Storage (Solar Power Summit) - Jul26

236. The Bankability of Energy Storage (Solar Power Summit) - Jul26

In May 2026, our co-host Laurent Segalen had the privilege of chairing a high-profile panel hosted by SolarPower Europe at its annual Solar Power Summit in Brussels, one of the leading gatherings for ...

6 Juli 26min

235. European Sovereign Neocloud - Jun26

235. European Sovereign Neocloud - Jun26

Gerard and Laurent welcome Michel Boutouil, co-founder and CEO of Polarise, a leading European AI infrastructure provider and NVIDIA Cloud Partner based in Berlin. After discussing about what happens ...

29 Juni 32min

234. Engie, the remarkable turn around (live from Eurelectric Power Summit) - Jun26

234. Engie, the remarkable turn around (live from Eurelectric Power Summit) - Jun26

At the Eurelectric Power Summit 2026 in Helsinki, Laurent had the opportunity to sit down with Catherine MacGregor, CEO of ENGIE and Vice President of Eurelectric, for a wide-ranging discussion on the...

22 Juni 27min

233. To predict the future, “In BNEF we Trust” - Jun26

233. To predict the future, “In BNEF we Trust” - Jun26

The International Energy Agency (IEA) and the International Renewable Energy Agency (IRENA) have made significant progress in recent years. Yet they remain largely top-down institutions shaped by poli...

15 Juni 28min

232. GB’s NESO: the “cool” operator  - Jun26

232. GB’s NESO: the “cool” operator - Jun26

Gerard and Laurent have the pleasure of welcoming Fintan Slye, CEO of NESO — Great Britain’s National Energy System Operator.  In a lively and wide-ranging discussion, we explored NESO’s governance an...

8 Juni 29min

231. Car Wars: China vs. the West - Jun26

231. Car Wars: China vs. the West - Jun26

The global auto industry is splitting into two very different worlds — what legendary auto expert Michael Dunne calls “a tale of two countries.” Dunne, CEO of Dunne Insights LLC, has spent decades at ...

1 Juni 32min

230. The growing complexity of battery fleet management - May26

230. The growing complexity of battery fleet management - May26

The BESS market is growing at a phenomenal pace. You would think battery management is becoming easier. The reality? It is becoming increasingly complex.  Between data risks, a growing number of suppl...

25 Maj 30min

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