Ep. 211
Talking New Energy: Is volatility the new alpha?
Energy transition Investment Energy storage research STOREcastYou can listen to our podcasts online via the player below or search for 'Talking New Energy' and review, rate and subscribe on Podbean, Spotify or Apple Podcasts.
In this episode, we explore how private capital is responding to growing power market volatility. Our guest is Bruce Huber, CEO and co-founder of Alexa Capital, a specialist energy transition investment bank.
We discuss:
- The 'merchant' nature of flexibility investments.
- How new models are facilitating infrastructure investments at lower costs of capital into the flexibility sector.
- The nature of the battery energy storage, flexible generation and demand-side flexibility investment opportunities.
What’s one thing you would like listeners to take away from this?
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The flexibility sector is maturing fast, enabling lower cost infrastructure capital to flow into the sector.