Nicolas Motelay’s Post

Interesting interview on what gives China and CATL the lead in Battery space. 1. Early investments in Li-ion and constant focus on innovation, which incorporated customore feedback in E-Mobility space. 2. Large talent pool in electrical chemistry 3. Long term view of how chemistries will shape up and investment in the supply chain (LFP in this case, and also developing Sodium ion) 4. His foresight on future problems of quality in energy storage and CATLs focus on improving the quality factor.

Did you know that by 2030, ~90% of the global battery demand will come from mobility applications? This week, we analysed 51 European energy storage systems businesses and gathered insights on how specialists challenge Asian manufacturers through strong customer relationships and JVs with players across the minerals and chemicals value chain. The majority (>60%) of all identified players is sponsor-backed. The rising demand from the EV market, the favourable regulation and subsidies in line with the EU's sustainability goals and gas power plants losing interest compared to grid storage batteries are features attracting investors. Alecta, AMF, Ara Partners, AURELIUS, Baillie Gifford, Beijer Ventures, BonVenture, Bpifrance, Bridges Fund Management Ltd., CBPE Capital, Chi Impact Capital, EIT InnoEnergy, Energy Impact Partners, Eurazeo, FirstFloor Capital, Formica Capital AB, Gimv, Global Equity Partners, Goldman Sachs, Hermes GPE, Infracapital, KKR, Koolen Industries, Lafayette Mittelstand Capital, Lansdowne Partners, Mirova, Mitsui & Co., Ltd., MM Grupp, Nidoco AB, NIXDORF Kapital AG, NVM Private Equity LLP, PREMIUM Equity Partners, Scottish Equity Partners (SEP), Sherpa Capital, Summiteer, Taavet+Sten, Vargas Holding and Zouk Capital LLP are currently invested in European energy storage systems players. Interested? Read our full report: https://lnkd.in/e6H3Q2UQ #origination #privateequity #fintech #finance #consulting #batteries #EVs #energy #power #lithium #sustainability

When investing in #EnergyTransition it is paramount to not only have a good understand of #Renewables but have a deep knowledge base of the overall energy sector, globally and regionally. A good exemple and illustration is #BatteryStorage investing which is highly dependant on regional energy infrastructure and markets. If you have missed EIG's webinar on the topic, it's worth listening to the recording: https://lnkd.in/ekzgEicd

Navigating an unprecedented and uncertain energy landscape is critical for long-term investors. In a new Megatrends report, PGIM examines the opportunities and risks emerging as the energy system undergoes massive change. https://on.pru/3XtXVRv

Navigating an unprecedented and uncertain energy landscape is critical for long-term investors. In a new Megatrends report, PGIM examines the opportunities and risks emerging as the energy system undergoes massive change. https://on.pru/3XtXVRv

Navigating an unprecedented and uncertain energy landscape is critical for long-term investors. In a new Megatrends report, PGIM examines the opportunities and risks emerging as the energy system undergoes massive change. https://on.pru/3XtXVRv

Navigating an unprecedented and uncertain energy landscape is critical for long-term investors. In a new Megatrends report, PGIM examines the opportunities and risks emerging as the energy system undergoes massive change. https://on.pru/3XtXVRv

Navigating an unprecedented and uncertain energy landscape is critical for long-term investors. In a new Megatrends report, PGIM examines the opportunities and risks emerging as the energy system undergoes massive change. https://on.pru/3XtXVRv

Listen in to the latest episode of NZI with Mona where we tackle investing in the energy transition. 2023 has been a challenging year for stocks in renewables, we find out why Robin Kollannur, portfolio manager at ScopeFour Capital has increased allocations to onshore wind and is undweight US and discuss with James Tyler Blickhan, CFA, CAIA, associate director at Ascension Investment Management, LLC why private markets have not yet hit as hard by the market correction. #renewableenergy #windenergy #energytransition https://lnkd.in/eEtBzn9t

Derisking your investment? Navigating the energy sector involves inherent risks, from regulatory shifts to technological uncertainties and unexpected challenges. These factors can impact project timelines and financial viability. Partnering with a dedicated derisking expert, like Pulsar Power, is invaluable for ensuring success in the dynamic landscape of energy investment. #EnergyInvestment #RiskManagement #Derisking