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Ep223: Investing in Decarbonization: Insights from an Experienced Investor
Sep 28, 2023
Benoit Allehaut, chief investment officer at XCarbon Technologies, discusses investment trends in wind and solar, challenges in the supply chain and regulatory risks, positive aspects of the renewable energy market, and lessons learned and mistakes made in investing in decarbonization.
28:12
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Quick takeaways
- The wind and solar sectors have experienced challenges and a recent cooling down in valuations, but there is a long regulatory view on support for these projects.
- Building renewable projects in America requires a vertically integrated supply chain to achieve true 'Made in America' status, but challenges exist in sourcing materials domestically.
Deep dives
Assessment of the wind and solar sectors in the US
After the Inflation Reduction Act, there was initial exuberance in the market, but it was accompanied by regulatory uncertainties, supply chain challenges, and labor issues. The renewable sector has experienced a mixed bag of pain and valuations, with a recent cooling down following the SPAC trend. Despite challenges, there is now a long regulatory view on support for wind and solar projects.
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