84. The current state of play in infrastructure investing, higher rates, consolidation, volatility. Also, a deep dive on EV charging
Update: 2023-09-17
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.
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.
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.
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