Episode 21:
Investing in Energy

Our viewpoint

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On this episode, show hosts Dan Mikulskis and Mary Spencer find out more about energy investing with LCP's Head of Market Insight, Kyle Martin. 

They discuss - 

  • The negative side of negative energy prices - how subsidies drive offshore wind farms and others to keep producing and push prices negative, but this is bad for the non-subsidised providers
  • Energy tariffs that let individual consumers benefit from negative prices
  • Why renewable energy investors need to take a view on the future build-out of projects in order to price assets today. There’s a downside scenario that assets won’t be able to generate all the time in the future, and when they do, it might be at times when prices plunge
  • Why storage hold the key now – batteries work for short periods of a few hours, but week to week that doesn’t work and is the key challenge. Gas, nuclear or biomass are current options
  • 100GW – 270GW is the build out that is probably needed. The size of the challenge means we’ll need to be building a lot of everything

Useful links referred to in our podcast this week

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Each LCP investment uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.​

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