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 under Management of c.700bnUSD.

KKR’s approach combines several strategies which are developed in different vehicles from run of the mill yield funds to more risky platforms. Since the beginning of the decade, KKR has invested billions in the acquisitions of assets in the sector (Zenobe, Avantus, Albioma, Contour Global, Actis, Ignis, SMS, Acciona, Encavis, EGC, Eni biofuels) plus a special agreement to develop AI with ECP.

Laurent and Gerard have the pleasure and privilege to invite Emmanuel Lagarrigue, Partner and co-head of Global Climate at KKR, who co-runs this global effort. Prior joining KKR in 2022, Emmanuel had a 27 years stellar career at Schneider Electric where he ended up leading the Group Strategy. Under his tenure, Schneider Electric’s shares grew tenfold.

What is KKR’s strategy, how can it provide returns in this volatile environment, how to foster synergies inside its portfolio, where are the next big trends they are looking at? Emmanuel also discusses how private markets and public markets differ when it comes to asset valuations, how to deal with volatility, how much energy growth will be triggered by datacenters and finally what he thinks about Hydrogen and ”Green Premiums”.

A ”tour de force” from one of the most prominent Energy investor on the planet.

Avsnitt(179)

164. 2024 Wrap up: Successes, Surprises and Shocks

164. 2024 Wrap up: Successes, Surprises and Shocks

Merry Christmas. This is our last Episode of the Year where Laurent and Gerard summarise what impressed them, surprised them and shocked them. AI, Hydrogen, Renewables, USA vs Europe vs China, Climate...

23 Dec 202417min

163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption

163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption

Gerard delivered a master class at TedXBerlin about the four forces driving the Energy Revolution Solar, Batteries, Electronics and China. It is called “Welcome to the Era of Energy Disruption”  An ex...

16 Dec 202414min

162. Industrial Climate Solutions – Bridging the “Missing Middle” - Dec24

162. Industrial Climate Solutions – Bridging the “Missing Middle” - Dec24

Just Climate is a 1.5bnUSD vehicle established by Generation Investment with the mission to invest in the highest impact solutions that can radically reduce or remove emissions. They occupy the “missi...

9 Dec 202430min

161. Northvolt - Epitaph

161. Northvolt - Epitaph

Northvolt, once the poster child of the European battery industry, shocked the world last month by filling for Chapter 11 in the United States. The Swedish battery start-up burned through billions of ...

2 Dec 202417min

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 ...

25 Nov 202431min

159. Live from Baku Cop29. Inside the Zone: Chaos, Shock and Hope

159. Live from Baku Cop29. Inside the Zone: Chaos, Shock and Hope

Laurent goes live to Baku COP29 to discuss with Bruce “Almighty” Douglas, CEO Global Renewable Alliance and tireless promoter of Renewable Energy.He is the one who coins the famous “Triple Renewables”...

18 Nov 202413min

158. COP – Resilience or Irrelevance?

158. COP – Resilience or Irrelevance?

As COP29 begins, the ripple effects of the re-election of Donald Trump are reaching the shores of the Caspian Sea.  COP28 welcomed 85,000 delegates, within which a significant contingent of Oil lobbyi...

11 Nov 202428min

157. Mobile batteries, the ultimate flexibility - Nov24

157. Mobile batteries, the ultimate flexibility - Nov24

First, Gerard is sorry, he couldn’t make it as he was on a ship in the Irish Sea, and his Starlink wouldn’t connect. So, it is just Laurent interviewing a young superstar, Peter Paul van Voorst, CEO o...

4 Nov 202426min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-jossan-nina
rss-borsens-finest
rss-svart-marknad
uppgang-och-fall
avanzapodden
svd-tech-brief
lastbilspodden
rss-dagen-med-di
fill-or-kill
borsmorgon
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
rss-kort-lang-analyspodden-fran-di
kapitalet-en-podd-om-ekonomi
rss-den-nya-ekonomin
rss-wallnor-pm
affarsvarlden