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In this episode Robert Leeming speaks to Massimo Resta, Partner at Zouk Capital, the London-based private-equity business that was responsible for raising the successful Charging Infrastructure Fund.During the episode, Robert and Massimo discuss the ongoing investment of the fund, the rise and fall of the SPAC deal, the investability of charging infrastructure and the long-term prospects for this exciting sector.
In this episode, Oliver catches up with Stirling Habbitts from renewable financial advisory firm Green Giraffe. We discuss the intrinsically linked futures of offshore wind projects and green hydrogen production in the UK. This episode touches on the fallout from the UK government’s Hydrogen Strategy, how to work with offtakers to build a financial case for green hydrogen projects, and gets into the details of how floating offshore wind could revolutionise hydrogen production. Find the latest GHI report here:inspiratia > Renewables > Europe > UK > News > Green Hydrogen Index: inspiratia releases latest report on the UK’s hydrogen sectorCome along to our conferences: Offshore Wind Summit 2022 (inspiratia-offshore-wind.com)The Hydrogen Decade Summit 2022 (hydrogen-decade-summit.com)
In our latest episode, Head of Research at inspiratia, Omolola Coker, speaks with a diverse group of energy practitioners.She's joined by James Stainer, partner at global law firm Gowling WLG, Tim Foster - Head of Energy Services at Conrad Energy, Adam Clarke -  Managing Director at The Energy Consortium (TEC), and Chris Bowden - Managing director at Squeaky.The discussion dives into the current geopolitics of energy the industry fines finds itself in, tackling whether the prices we see today are transitionary, and if so, how can PPAs become more innovative in order to make such prices sustainable and meet the ever-changing needs of both offtakers and sellers.
In this episode, inspiratia's senior infrastructure analyst, Andrew Pope, speaks to Jonathan Evans, director of Total Data Centre Solutions, to discuss his views on where the data centre market is headed in 2022.With some major M&A activity taking place in the sector in recent years, notably KKR's US$15 billionn acquisition of CyrusOne, Jonathan imparts some of the deep knowledge gained from his decades of experience in data centre development to give us an idea of what major trends will emerge in the market over coming years.Primarily, the the discussion focuses on how the maturation of the data centre market in developed countries is influencing financing and M&A activity, while also touching on new themes including the potential shift in investor focus to emerging markets and the growing role of renewable power in data centre development.Catch us on Twitter: @thejointventur1 and subscribe and listen to all our episodes on Apple Podcasts, Spotify, and other providers.
In this episode Oliver catches up with Dr Axel Wietfeld, CEO of Uniper Hydrogen based in Düsseldorf, Germany. We discuss the growing interest in green hydrogen in Germany and some of the steps that the energy giant Uniper is taking to meet this new demand, including the work being done at the burgeoning hydrogen hub at the port of Wilhelmshaven. Our talk encompasses many of the fundamentals that are driving the transformation pushing Germany towards a hydrogen economy. We ask how the current level of energy prices are changing the market landscape, whether the new coalition government’s lofty decarbonisation goals are realistic, and how the issues of working across borders to build international supply chains can be overcome.  All of this and more is discussed in this episode of the Joint Venture podcast. This episode coincides with the release of inspiratia’s first Green Hydrogen Index report, a data driven exploration of the progress that Germany is making towards a ‘green hydrogen first’ future. To click here to access the report. inspiratia > Renewables > Europe > Germany > News > NEW: inspiratia launches Green Hydrogen Index with first look at Germany's expanding market Tickets to The Hydrogen Decade Summit 2022 are now available.www.hydrogen-decade-summit.comCatch us on Twitter: @thejointventur1 and subscribe and listen to all our episodes on Apple Podcasts, Spotify, and other providers.DISCLAIMER: The German government has stated in May 2021 that 8 billion euros in state funding made up of federal and state funds will be raised. Around 4.4 billion euros come from the Federal Ministry of Economics; up to 1.4 billion euros from the Federal Ministry of Transport. The remaining funding will be provided by the federal states. In total, investments of 33 billion euros are to be triggered, of which more than 20 billion euros will come from private investors. In addition, the new government has already announced further funding.
In this episode Omolola and Kelechi catch up with Gordon MacDougall, Managing Director at BayWa r.e. UK, to discuss the state of the UK's solar market.Our chat touches on the growing excitement for the upcoming contracts for difference (CfD) results this spring, especially with the re-entry of solar and the recently announced news to make CfDs an annual affair.However, there are still many questions to answer, such as how will solar fair amidst the rising technology costs and energy price volatility? How will the CfD affect solar's subsidy-free future, and can storage help optimise its potential? We touch on these topics and more in our latest episode.Catch us on Twitter: @thejointventur1, and subscribe and listen to all our episodes on Apple Podcasts,  Spotify, and other providers.
On our latest, and first ESG episode, Kelechi speaks with Sustainability & Ecosystem Stewardship Research Manager Morgan Scott and Technical Executive Brenda Brickhouse from the Electric Power Research Institute (EPRI).EPRI is a non-profit energy research and development organisation based in the United States. With Kelechi they discuss the growing intricacies of ESG that the energy industry is navigating. For instance, how do companies incorporate equity and justice into their day-to-day and balance the desirable outcomes for different groups, and managing the scales of a just transition.They touch on the risks that exist at each of these levels and how can they be minimised, as well as the impacts of renewable energy development beyond direct projects.Catch us on Twitter: @thejointventur1, and subscribe and listen to all our episodes on Apple Podcasts,  Spotify, and other providers.
This week, inspiratia broadcasts another invaluable discussion held at day two of its Subsidy-Free and Offshore Wind Summit 2021, this time all ears are on the UK's offshore wind prospects. This panel, moderated by inspiratia's head of intelligence and research Omolola Coker, sought to explore the rapid expanse of the UK's offshore wind market and its relationship with our renewable energy targets.  With the ambitious deadline of 40GW by 2030 drawing close, our second panel of experts discuss the reality of offshore wind and its appeal for newcomers and incumbents alike. To examine the sector and its role in the energy transition, Omolola is joined by Mark Muldowney, manging director at BNP Paribas, Marco Schweer, director at SMBC and Clement Weber, founder of Green Giraffe.
This week, inspiratia is broadcasting one of the invaluable discussions held at our Subsidy-Free Renewables Conference in London last month. This panel, moderated by inspiratia’s senior renewables analyst Kelechi Udeala, sought to explore the role of subsidy-free development on the road to net zero in the UK. Tune in to hear our first panel of experts discuss the financing trend changing the game of energy investment and the evolution of new technologies. To examine this exciting mode of financing and what it means for the energy transition, Kelechi is joined by Hannah Staab, Head of Advisory at Natural Power, Caroline Lytton, Head of Power & Renewables Global Structured Finance at SMBC and Barney Coles, Managing Director at Capital Dynamics. Kelechi covers topics from the recent hikes in electricity prices, the market outlook and the role of co-location in our new energy makeup. The panel also debate how the UK renewables market is evolving and the impact of restored CfDs for solar and onshore wind for a landscape now accustomed to no incentives.  
On our latest episode Omolola speaks with Gowling WLG partner Ben Stansfield and Foresight Group’s sustainability lead, Lily Crompton on their take on the COP26 conference.Our conversation picks up on the last day of the two-week COP26 conference where Ben and Lily join us on the Joint Venture to dig into the outcomes of the event and whether expectations were met.Topics covered include initial thoughts on the draft agreement, the UK’s Net Zero Strategy, the impact on certain industries, and how to incorporate biodiversity into greenfield opportunities with interesting examples of how investors can capitalise on this.Finally, we discuss the strategies available to investors to incorporate more sustainable assets into their portfolios and what transition risks lie ahead in pursuit of net-zero plans.
Maritina and Oliver - in his Joint Venture debut - speak to Thomas Engelmann, KGAL’s Head of Energy Transition, about the company’s plans on the sector's hottest subject, the exciting word of hydrogen.  Thomas has a distinguished career in sustainable energy and corporate finance and shares with us some of his experience, expertise, and unique perspective with us to shed some light on the question of how investors are approaching hydrogen projects.Topic covered include business models that are growing around different parts of the hydrogen value chain, which projects are showing the most promise for investment, as well as how ESG investors are approaching the choice between blue and green hydrogen.Finally, we take a look at the state of the policy and regulatory environment for hydrogen projects, and ask where we can expect to see big policy commitment from first mover governments.
Sustainable Development Capital (SDCL) has been around since 2007, always focused on the energy efficiency space and decentralised projects, with a pretty wide geographical remit active in  Europe, the UK, NA and Asia).Over the years, energy efficiency as a concept has kind of become more mainstream and visible, and in 2018 SDCL went public with an energy efficiency vehicle in London, SEEIT. Its investments since listing have included all manner of energy efficiency assets – decentralised solar, CHP, LED lighting, onsite utility services, and more,  all backed by long-term contracts.Maritina and Fernando sit down with founder and CEO Jonathan Maxwell to talk about how far SEEIT has come since listing, how investors' attitudes towards the asset class has changed, and importantly, how the definition of EE has evolved over time and what that means for the investment proposition.
In this week's inspiratiaLive, we had Omolola Coker, inspiratia's Data Manager joining the gang for the first time and discussing EQT's mammoth US$5.3bn acquisition of energy-from-waste (EfW) specialist Covanta Holding Corporation. What where the motivations behind  paying premium prices to get in on the circular economy?  Maritina starts the broadcast reviewing ScotWind's offshore wind leasing round, just after applications for bids closed. Who are all the known bidders? What do we know about their strategy? After the episode was recorded, ScotWind announced that for the 15 sites, the body received 74 applications. ***inspiratiaLive is a new weekly live broadcast, live every Wednesday at 10am BST,  allowing you to hear our views on some of the latest and hottest topics, and emerging trends.You can always register for free here. 
In this week's inspiratiaLive, Maritina and Fernando are focusing on HydrogenOne Capital's upcoming  London Stock Exchange IPO and the impressive permitting activity in the US offshore wind sphere.  ***inspiratiaLive is a new weekly live broadcast, live every Wednesday at 10am BST,  allowing you to hear our views on some of the latest and hottest topics, and emerging trends.You can always register for free here. 
In this week's inspiratiaLive, Maritina starts the episode discussing battery storage developments in the UK, picking up another pioneer non-recourse debt financing deal, and some exciting domestic flexibility news, including solar-plus-storage and the role of utilities in the transition from consumers to prosumers. Fernando follows giving all the details of President Biden's infra deal across the pond. Has the deal fairly been characterised as 'anemic'?  Enjoy the listen! ***inspiratiaLive is a new weekly live broadcast, live every Wednesday at 10am BST,  allowing you to hear our views on some of the latest and hottest topics, and emerging trends.You can always register for free here. 
This week's inspiratiaLive episode discusses all things UK infrastructure, following the long-awaited opening of the country's national infrastructure bank, which recently officially opened its doors in Leeds. Fernando and Oliver take a deep dive into on everything we know so far about the role of the bank, and the expectations to contribute to the country's net zero and infra needs. Will it be able to replace the EIB? What sectors could benefit? Or, what sectors need to benefit? Enjoy the listen! ***inspiratiaLive is a new weekly live broadcast, live every Wednesday at 10am BST,  allowing you to hear our views on some of the latest and hottest topics, and emerging trends.You can always register for free here. 
Another week,  another episode from our inspiratiaLive broadcast series, and this one is particularly juicy.  In this episode, Maritina gives an in depth commentary on the controversial solar tariff cuts in France, and compares the news with similar past moves across Europe, the effect on the overall investment appetite following such dramatic moves, and many more. Spoiler alert: you may not hear what you expect. inspiratiaLive was set up as a tool to engage with our listeners on a live basis, and get the opportunity to hear their comments on the topics we discuss. Eight episodes in, we had our first listener jumping in - Mathias Dantin, partner at HSF - to inform us of the implications the measure may have on the 8,000 projects' financing structure and report on the French market pulse following the news.  Before Mathias enters the conversation, Fernando brings us a digital infrastructure touch, discussing the expansion of Equinix and GIC's hyperscale data centre partnership, and what the collaboration means for the sector's future.   ***inspiratiaLive is a new weekly live broadcast, live every Wednesday at 10am BST,  allowing you to hear our views on some of the latest and hottest topics, and emerging trends.You can always register for free here. 
Change of plans: please enjoy yet another episode from our inspiratiaLive broadcast series, brought to you by hosts Marco Dell'Acquilla, and the Joint Venture team Maritina Kanellakopoulou and Fernando Moncada Rivera. In this episode Fernando discussed Atlantia's shareholders approval of the sale of its entire stake in Autostrade per l'Italia (ASPI) and the resulting effect on Atlantia's credit outlook, while Maritina offers a snapshot of the state of the Norwegian offshore wind market, and competition on the forthcoming  Sorlige Nordsjo 2 1.4GW tender.  ***inspiratiaLive is a new weekly live broadcast, live every Wednesday at 10am BST,  allowing you to hear our views on some of the latest and hottest topics, and emerging trends.You can always register for free here. ***The next episode of the Joint Venture will feature an in-depth interview with SDCL Energy Efficiency Income Trust (SEEIT). 
After popular demand, here's another bonus podcast from our inspiratiaLive broadcast series, brought to you by hosts Marco Dell'Acquilla, and the Joint Venture team Maritina Kanellakopoulou and Fernando Moncada Rivera. In this episode inspiratia discussed Spain’s ‘just transition’ 1.3GW solar PV tender, and what opportunities emerge following global coal phase-out plans, as well as upcoming IPOs in the hydrogen space.  ***inspiratiaLive is a new weekly live broadcast, live every Wednesday at 10am BST,  allowing you to hear our views on some of the latest and hottest topics, and emerging trends.email: conferences@inspiratia.com if you wish to attend the next live episode on 9 June, where we will be taking a deep dive into Norway's upcoming offshore wind tender and Atlantia's shareholders approving the sale of its entire stake in Autostrade per l'Italia (ASPI) and the resulting effect on Atlantia's credit outlook. You can always register for free here. ***Normal service will be resumed next week for the Joint Venture with an in-depth interview with SDCL Energy Efficiency Income Trust (SEEIT). 
In our brand-new episode, we chatted with global consulting firm Charles River Associates on how regulation frameworks and charging infrastructure needs to be understood across the global ecosystem to enable a mass EV transition
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