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

Avsnitt(179)

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

200. “200 slides, Energy, AI, and the End of ESG” with Nat Bullard - Oct25

200. “200 slides, Energy, AI, and the End of ESG” with Nat Bullard - Oct25

For our 200th episode, we had the pleasure and privilege of speaking with Nat Bullard, one of the sharpest minds in the energy world. A leading analyst in climate and energy, Nat is known for his clea...

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199. The LNG Mirage - Oct25

199. The LNG Mirage - Oct25

The oil and gas industry is clinging to the narrative that we're entering a "Golden Age of Gas" — especially when it comes to LNG. Riding this assumption, companies have been pouring in investments at...

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198. Battery Blitz in Germany - Oct25

198. Battery Blitz in Germany - Oct25

Germany is experiencing a battery blitz. The market is expected to triple from 2GW to 6GW in less than two years. To give a bit of context, Zach Williams from Modo Energy, gives us the big picture and...

6 Okt 202528min

197. The fight for accurate Carbon Accounting and 24/7 Green Power - Sep25

197. The fight for accurate Carbon Accounting and 24/7 Green Power - Sep25

With Gerard away, Laurent invited another Irishman, Killian Daly, to dive into a technical—but critically important—topic: carbon accounting, power procurement, the GHG Protocol (v3), and the push for...

29 Sep 202521min

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