Redefining Energy 127. Live from Berlin – “Are Renewables still an Infrastructure Play” with Markus Wandt, CIO Aquila Capital
Apr 8, 2024
Markus Wandt, CIO Aquila Capital, debates renewable energy investments at a Global Infrastructure Conference. They discuss past energy revolutions, ESG impacts, evolving power consumption patterns, challenges in transitioning to renewables, and strategies for stability in battery investments.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 5min
Exploring Past and Present Energy Revolutions
05:00 • 4min
Analysis of ESG, Geopolitics, Technology, and Power Consumption in the Energy Industry
09:03 • 2min
Navigating the Future of Renewable Energy Generation
11:27 • 7min
Exploring Volatility in Battery Investments and Strategies for Stability
18:30 • 3min