
EP.86 Kellie Metcalf, Managing Partner, Energy Transition at EnCap Investments
Energy Unplugged by Aurora
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Navigating Energy Transition Investments and Market Dynamics
The chapter explores EnCap Investments' approach as an energy transition investor, focusing on key investment areas like wind, solar, and carbon capture. It discusses offshore wind's growth potential, the impact of net zero goals on renewable energy demand, and the evolving dynamics of electricity markets. Additionally, it delves into the nuances of capital allocation, risk perception, market-driven solutions, and the importance of specialized knowledge in making successful energy investments.
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