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84. The current state of play in infrastructure investing, higher rates, consolidation, volatility. Also, a deep dive on EV charging

84. The current state of play in infrastructure investing, higher rates, consolidation, volatility. Also, a deep dive on EV charging

FromRedefining Energy - Minutes / Archives 2022-23


84. The current state of play in infrastructure investing, higher rates, consolidation, volatility. Also, a deep dive on EV charging

FromRedefining Energy - Minutes / Archives 2022-23

ratings:
Length:
11 minutes
Released:
Sep 17, 2023
Format:
Podcast episode

Description

Every Sunday, Laurent and Gerard discuss the #energytransition news.This week, we pause to look at the new normal in the Energy Infrastructure Investment landscape. High interest rates are harming the infrastructure investment case through a double whammy: higher cost of debt and higher shareholders’ expectation in terms of ROI.Still, the sector is consolidating, and large Asset Managers are gobbling up smaller ones.We also make a deep dive on the EV charging space. And in the US, Tesla has obliterated the competition and is building for itself a very lucrative monopoly by owning the sole standard.
Released:
Sep 17, 2023
Format:
Podcast episode

Titles in the series (98)

Weekly, Laurent Segalen and Gerard Reid, co-hosts of the Redefining Energy podcast, discuss the main news in the Energy Transition