84. The current state of play in infrastructure investing, higher rates, consolidation, volatility. Also, a deep dive on EV charging
17 set 2023 ·
10 min. 35 sec.
Scarica e ascolta ovunque
Scarica i tuoi episodi preferiti e goditi l'ascolto, ovunque tu sia! Iscriviti o accedi ora per ascoltare offline.
Descrizione
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...
mostra di più
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.
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.
mostra meno
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.
Informazioni
| Autore | Laurent Segalen + Gerard Reid |
| Sito | www.redefining-energy.com |
| Tag |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company
