Energy Unplugged by Aurora EP.238 Marion Calcine on Long-Term Investing in Volatile Markets
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Apr 8, 2025 Marion Calcine, Chief Investment Officer at Ardian Infrastructure, dives into the complexities of long-term investing in unpredictable markets. She discusses innovative strategies for navigating energy investments, the evolving hydrogen landscape, and the financing allure of battery storage. Marion emphasizes the importance of operational efficiency and data optimization in asset management. With insights on risk management and sustainable business practices, she sheds light on managing portfolios in the fluctuating energy sector.
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Mitigating Energy Price Volatility
- Secure long-term energy supply for non-energy infrastructure investments.
- This mitigates price volatility risks, especially for data centers.
Data Center Location Strategy
- Verne Global operates data centers in Nordic countries and the UK, chosen for reliable energy access.
- Ardian ensures data center expansion aligns with energy supply availability.
Renewable Energy Investment Strategy
- Ardian's renewable energy investment strategy focuses on mature technologies and diversified portfolios.
- They prioritize contracted cash flows and aim for stable loads through hybridized plants.