All content for Redefining Energy - Minutes / Archives 2022-23 is the property of Laurent Segalen and Gerard Reid and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
These are the 2022-23 Archives of Redefining Minutes. You can now find our Minutes every other Monday on the Redefining Energy main show.
84. The current state of play in infrastructure investing, higher rates, consolidation, volatility. Also, a deep dive on EV charging
Redefining Energy - Minutes / Archives 2022-23
10 minutes
2 years ago
84. The current state of play in infrastructure investing, higher rates, consolidation, volatility. Also, a deep dive on EV charging
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.
Redefining Energy - Minutes / Archives 2022-23
These are the 2022-23 Archives of Redefining Minutes. You can now find our Minutes every other Monday on the Redefining Energy main show.
