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The Infrastructure Investor Podcast
PEI Group
29 episodes
4 days ago
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Investing
Business,
News,
Business News
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All content for The Infrastructure Investor Podcast is the property of PEI Group 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.
Show more...
Investing
Business,
News,
Business News
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The energy transition’s next era
The Infrastructure Investor Podcast
24 minutes 38 seconds
10 months ago
The energy transition’s next era
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.
The Infrastructure Investor Podcast