6 min listen
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
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)
7. Utilities bail-out, Ukraine, E-flying Textron: Gerard and Laurent talk weekly about their main take aways in the Energy Transition news. This week - Bail-out week for European Utilities - Ukrainian Grid synchronizes with European Grid - Much delayed Finland’s Nuclear plant starts - Textron... by Redefining Energy - Minutes / Archives 2022-23