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Podcast: Redefining Energy - Minutes / Archives 2022-23
Episode: 84. The current state of play in infrastructure investing, higher rates, consolidation, volatility. Also, a deep dive on EV charging
Description: 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 st...