Description: Nick and John Skrinar, Partner at Cresta Fund Management, explore the intersection of infrastructure investment, private equity, and the energy transition in the U.S. in 2024. Specifically, Nick and John discuss the merits of technologies ranging from carbon capture to hydrogen and renewable natural gas while also casting an eye to the political landscape and how sustainable infrastructure investing has changed over the past five years in the U.S. In addition, Nick and John dove deep on the following topics:
- Other technologies like thermal energy storage, which is commercializing as we speak and offer a cost-effective solution to store and utilize excess renewable energy
- The importance and state of stable policy: Nick and John discuss the IRA, the need for further clarification on its components, and other stable policies like the Renewable Fuel Standard (RFS) and Low Carbon Fuel Standard (LCFS).
- The importance of "boring capital" in climate tech and energy investment: As more large private equity firms enter the market, it signals a maturation of the industry.
Timestamps:
00:01:52 - Climate Tech Investment Landscape
00:04:48 - Molecule-focused Energy Infrastructure
00:05:09 - The Role of Private Equity in Energy Transition
00:06:13 - Types of Projects and Technologies for 2024
00:07:17 - The Mainstreaming of Carbon Capture
00:11:27 - The Role of Stable Policy in Infrastructure Investment
00:15:22 - Specific Projects Supported by Cresta
00:21:07 - The Potential of Renewable Natural Gas
00:24:06 - The Process of Creating Sustainable Aviation Fuel
00:29:57 - Cresta's Investment Strategy for 2024
00:31:24 - The Practical Applications of Green Hydrogen
00:34:24 - The Need for Stable Policy in Energy Investments
00:35:16 - Policy Tailwinds and Headwinds in the US
00:37:25 - The Impact of State-Level Policies on Energy Transition
00:40:37 - The Importance of Boring Investments in Energy Transition
Don't miss out on this podcast if you're interested in learning more about the state of climate tech, the energy transition, and the role of infrastructure investing in various critical capital stacks. Subscribe on Spotify, Apple, Google, or your favorite podcast platform to catch all the latest episodes.
Learn more about Cresta on their website and LinkedIn: https://www.crestafunds.com/ / https://www.linkedin.com/company/crestafunds/
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