The identification of trends and technological developments are the basis of my work
– Watching distributed renewables, storage and other Distributed Energy Resources (DERs) generate value in their aggregation
– Seeing microgrids and virtual power plants become a go-to solution for resiliency in key sectors
– Noticing a marked shift to long-duration storage globally
– Finding that geothermal is increasingly seen as a baseload solution
– Seeing renewed interest in biogas and biomethane as a solution and a feedstock
– Expecting hydrogen to enable the storage of renewables and become a key part of the solution in reaching our goals of deep decarbonisation
Sector and company analysis as a further building block
As a former equity analyst, I review key and niche international players quarterly
- Assessing corporate strategies, execution, positioning, portfolio financing needs and financial strength
- Monitoring primary and secondary market deal flow and the approaches to finance