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The energy transition’s next era
Manage episode 460149262 series 3600913
This episode is sponsored by Nuveen and Quinbrook Infrastructure Partners
The state of renewable energy is a series of contradictions. On the one hand, solar panels are cheaper, but they may not stay that way with the threat of tariffs from the incoming Trump Administration. Distributed energy and behind-the-meter power generation are promising, but there are persistent structural obstacles, especially around microgrids. Meanwhile, AI projects require more and more energy while so many grids are already struggling to meet current needs.
So what does this mean for energy investors today? Will the Trump Administration curb progress on renewables in favour of fossil fuels, or will energy demands boost every alternative available? Where are the opportunities worth pursuing and what technologies are living up to their promise?
In this episode, we’ll discuss these questions and more with Don Dimitrievich, the senior managing director and portfolio manager for energy infrastructure credit at Nuveen, and David Scaysbrook, a co-founder and managing partner of Quinbrook Infrastructure Partners.
13 bölüm
Manage episode 460149262 series 3600913
This episode is sponsored by Nuveen and Quinbrook Infrastructure Partners
The state of renewable energy is a series of contradictions. On the one hand, solar panels are cheaper, but they may not stay that way with the threat of tariffs from the incoming Trump Administration. Distributed energy and behind-the-meter power generation are promising, but there are persistent structural obstacles, especially around microgrids. Meanwhile, AI projects require more and more energy while so many grids are already struggling to meet current needs.
So what does this mean for energy investors today? Will the Trump Administration curb progress on renewables in favour of fossil fuels, or will energy demands boost every alternative available? Where are the opportunities worth pursuing and what technologies are living up to their promise?
In this episode, we’ll discuss these questions and more with Don Dimitrievich, the senior managing director and portfolio manager for energy infrastructure credit at Nuveen, and David Scaysbrook, a co-founder and managing partner of Quinbrook Infrastructure Partners.
13 bölüm
Tüm bölümler
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1 On the cusp of an infra ‘supercycle’ 24:11
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1 Addressing the global energy ‘trilemma’ 28:16
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1 What’s next for infrastructure fundraising? 23:45
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1 The energy transition’s next era 24:38
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1 Brookfield: ‘We can play in scale, even on day one’ 22:39
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1 Is America’s energy transition safe in Trump’s hands? 21:42
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1 Macquarie: ‘Investors wonder whether there is truly an ability to achieve a higher risk premium in Asia’ 32:38
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1 How the II 100 has changed over the past decade 19:39
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1 KKR: ‘We take a targeted-rifle approach’ to new strategies 33:14
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1 Will the US ever truly embrace private infra financing? 30:25
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1 Has the UK water sector hit rock bottom? 23:30
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1 A deep dive into the AI infrastructure opportunity 31:42
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