The Infra Insider

#BESS #BatteryStorage #EnergyStorage #EnergyTransition #InfrastructureInvestment #RenewableEnergy #Battery

In this episode of The Infra Insider, we explore the rapidly evolving European battery energy storage market and what it takes to invest successfully in a sector where revenue models, market structures and risk continue to develop.

We're joined by Filinto Martins, Managing Director of Energy Transition at Gresham House and Fund Manager for the Gresham House Global Energy Storage Strategy. With close to 20 years of experience across energy transition investment, asset management and business development, Filinto has worked across Europe, North America, Latin America and India.

In this episode, we discuss how the European BESS market is developing and what investors can learn from the UK's experience of battery storage. Following Gresham House's acquisition of SUSI Partners, we also explore what greater scale means for the firm's approach to international energy transition opportunities.

A key focus of the conversation is the challenge of underwriting BESS revenues. We discuss revenue stacking, merchant exposure and how investors should approach assumptions around future market revenues, as well as the ongoing debate around storage duration and the differences between 1–2 hour and longer-duration systems.

We also examine the importance of grid access across European markets and how connection constraints are influencing BESS development pipelines. Filinto shares his perspective on the factors that can ultimately make or break a storage investment, including what can emerge during due diligence that changes the investment case.

Join us for an insightful conversation on the opportunities and challenges shaping Europe's battery storage market, and what institutional investors need to consider as the sector continues to mature.

Don't forget to like, subscribe, and follow The Infra Insider for more conversations with the people shaping the future of infrastructure.

*Gresham House

https://greshamhouse.com/

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#EuropeanBESS #BatteryStorage #EnergyStorage #BESSInvestment #EnergyTransition #Infrastructure #RenewableEnergy #Battery #Investment #Podcast

#EnergyInfrastructure #NetZero #GridConnectivity #Utilities #Infrastructure #EnergyTransition

In this episode of The Infra Insider, we explore one of the most significant yet often overlooked challenges facing UK infrastructure today: grid connectivity. As demand for electricity continues to grow, driven by housing, renewable energy, EV infrastructure, and the rapid emergence of AI data centres, the ability to connect projects to the grid is becoming a critical constraint on growth and delivery.

We're joined by Simon Reilly, CEO of Aurora Utilities, a business operating at the forefront of utility infrastructure and grid connections. With extensive experience across the sector, Simon provides a practical and informed perspective on the realities of connecting major projects in an increasingly complex and capacity-constrained environment.

In this episode, we examine the challenges facing the UK's electricity network, from lengthy connection queues and evolving regulatory frameworks to the growing role of independent network providers. We discuss how the industry is adapting to unprecedented levels of demand and what developers, investors, and infrastructure operators need to understand about securing grid capacity.

We also explore the impact of emerging technologies and industries on energy demand, including the rapid expansion of AI-driven data centres, and discuss whether the UK's infrastructure is prepared for what comes next. Along the way, Simon shares insights into the practical solutions being deployed across the market and the opportunities available to accelerate project delivery.

Join us for an insightful conversation on one of the defining infrastructure challenges of the decade and what it will take to unlock the UK's ambitions for growth, decarbonisation, and energy security.

Don't forget to like, subscribe, and follow The Infra Insider for more conversations with the people shaping the future of infrastructure.

* Aurora Utilities

https://aurora-utilities.co.uk/

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#diversity #inclusion #onshorewind #offshorewind #windenergy #windpower #solar #solarenergy #solarpv #solarpower #power #electricity #energy #renewableenergy #renewables #sustainability #developer #development #investment #battery #batterystorage #energystorage #hydrogen #greenhydrogen #h2 #recruitment #podcast #evcharging #infrastructure #finaicialmodelling #ev #podcast

#EVCharging #ElectricVehicles #EnergyTransition #Infrastructure #RealEstate #SustainableMobility

In this episode of The Infra Insider, we’re diving into one of the fastest-moving and most strategically important sectors in infrastructure today: electric vehicle charging. As adoption accelerates and expectations rise, the conversation is shifting from early-stage rollout to long-term integration, investment discipline, and user experience.

We’re joined by Neil Broadbank from Raw Charging, a company at the forefront of premium EV charging infrastructure, partnering with some of the UK and Europe’s most recognisable destinations and real estate assets. With a career spanning infrastructure, energy, and mobility, Neil brings a unique perspective on how the EV charging landscape has evolved, and where it’s heading next.

In this episode, we explore the biggest shifts in the EV sector over the past few years, separating market reality from hype and unpacking the practical challenges of scaling charging networks. From grid constraints and funding structures to strategic partnerships and site selection, we examine what it really takes to build sustainable, future-proof infrastructure.

We also discuss Raw Charging’s latest announcement and what it signals for the integration of EV infrastructure within the built environment. As charging becomes increasingly embedded in hotels, retail, and leisure destinations, we explore why location, experience, and long-term real estate partnerships are becoming central to the sector’s success.

Join us for an insightful and forward-looking conversation on scaling premium EV infrastructure and shaping the future of mobility.

Don’t forget to like, subscribe, and follow The Infra Insider for more conversations with the people driving the future of infrastructure.

* RAW Charging

https://rawcharging.com/

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#diversity #inclusion #onshorewind #offshorewind #windenergy #windpower #solar #solarenergy #solarpv #solarpower #power #electricity #energy #renewableenergy #renewables #sustainability #developer #development #investment #battery #batterystorage #energystorage #hydrogen #greenhydrogen #h2 #recruitment #podcast #evcharging #infrastructure #finaicialmodelling #ev #podcast

#EV #EVCharging #electricvehicle #renewable #renewableenergy #infrastructure #powerIn this episode of The Infra Insider, we explore the electrifying world of EV infrastructure with one of the UK’s leading innovators, The EV Network (EVN). Join us as we sit down with Reza Shaybani, CEO and co-founder, to uncover how this father-and-son duo is powering the nation’s transition to electric mobility.Founded in 2017, EVN has become a pioneer in ultra-fast EV charging networks, delivering end-to-end infrastructure solutions that let operators deploy high-quality hubs without heavy capital or operational burdens. Their Infrastructure-as-a-Service model is unique in the EV sector, attracting major investors and supporting long-term growth.We dive into EVN’s journey from a small startup to a £220 million company, exploring Reza’s decades of experience in tech, renewables, and global energy infrastructure. We also highlight their partnership with Duracell, selected as the delivery infrastructure partner for the Duracell E-Charge network — a major step for the UK EV market that showcases EVN’s ability to deliver large-scale, reliable, ultra-fast charging hubs.Listeners will gain insight into the challenges of building nationwide EV infrastructure, the importance of strategic site selection, and the operational excellence needed to deploy 50+ hubs per year. We also explore EVN’s world-class teams, long-term employee retention, and vision for a sustainable, innovative network.Don’t miss this episode if you’re interested in the future of electric mobility and the transformation of UK transport infrastructure. Subscribe to The Infra Insider and discover how EVN is electrifying the road ahead.Subscribe now to stay informed and catch the latest episode of The Infra Insider.To learn more about EVN or to connect with us directly, feel free to reach out or visit their website below.*The EV Networkhttps://www.theevnetwork.com/---------------------------------------------------- *SUBSCRIBE to this Channel https://www.youtube.com/@Infra-Be?sub_confirmation=1---------------------------------------------------- *Listen on Spotifyhttps://open.spotify.com/show/6LNbTfWxY9RkLIWetg8q7k?si=3ece101239d7443e---------------------------------------------------- *Follow us on LinkedIn https://www.linkedin.com/company/infrabe---------------------------------------------------- *Listen on Amazon Musichttps://music.amazon.co.uk/podcasts/74e911c3-4e51-456d-9101-c6f651a4de04/the-infra-insider---------------------------------------------------- *Listen on Apple Podcastshttps://podcasts.apple.com/us/podcast/the-infra-insider/id1712838060---------------------------------------------------- *Visit our website https://infra-be.com/---------------------------------------------------- If you have any questions, please leave a comment below. Thank you for watching and see you next time! #onshorewind #offshorewind #windenergy #windpower #solar #solarenergy #solarpv #solarpower #power #electricity #energy #renewableenergy #renewables #sustainability #developer #development #investment #battery #batterystorage #energystorage #hydrogen #greenhydrogen #h2 #recruitment #podcast #evcharging #infrastructure #finaicialmodelling #ev #podcast

#EV #EVCharging #electricvehicle #privateequity #renewables #renewableenergy #infrastructure #power

In this episode of The Infra Insider, we dive into the strategic world of private equity investing in electric vehicle infrastructure. Joining us is Massimo Resta, Partner at Zouk Capital – one of the leading investors behind some of Europe’s most exciting EV charging platforms.

Massimo shares valuable insights into how private equity approaches the EV sector, what it takes to build a scalable portfolio, and how Zouk Capital identifies and supports businesses that will shape the future of clean transport. From deal structuring to long-term impact, this episode offers a unique behind-the-scenes look at capital deployment in the energy transition.

If you’re interested in how institutional capital is accelerating the EV rollout – and what it means for the future of infrastructure – this is one not to miss.

Subscribe now to stay informed and catch the latest episode of The Infra Insider.

To learn more about Zouk Capital or to connect with us directly, feel free to reach out or visit their website below.

*Zouk Capital

https://zouk.com/

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#onshorewind #offshorewind #windenergy #windpower #solar #solarenergy #solarpv #solarpower #power #electricity #energy #renewableenergy #renewables #sustainability #developer #development #investment #battery #batterystorage #energystorage #hydrogen #greenhydrogen #h2 #recruitment #podcast #evcharging #infrastructure #finaicialmodelling #ev #podcast

#renewablesolutions #RenewableEnergy #MergersAndAcquisitions #USRenewables #EnergyTransition #M&AIn this episode of The Infra Insider, we're delving deep into the dynamic landscape of renewable energy mergers and acquisitions with an expert at the forefront of the sector, Kevin Yaich. Join us as we explore the intricate world of renewable energy transactions and the pivotal role M&A plays in shaping the U.S. market.We are thrilled to sit down with Kevin Yaich, a leading figure in renewable energy M&A at Qcells USA, to discuss his career journey and the innovative strategies driving sustainable growth. With extensive experience in executing high-impact deals, Kevin offers a unique perspective on navigating the evolving U.S. renewable energy market and the strategic considerations behind project-level transactions.In this episode, we’ll dive into the current state of U.S. renewable energy M&A, exploring emerging trends, valuation dynamics, and the key factors influencing successful deal execution. Additionally, Kevin will share insights into his personal journey, the Qcells USA story, and how strategic transactions are shaping the future of the nation's green transition.Join us as we uncover the strategies and valuable insights powering the U.S. renewable energy revolution. Don’t miss this informative and engaging episode—subscribe now to stay updated and be the first to experience the latest from The Infra Insider!For more information on Qcells USA and their pioneering work in renewable energy, visit their website or contact us for further details.* Qcellshttps://us.qcells.com/ ---------------------------------------------------- *SUBSCRIBE to this Channel https://www.youtube.com/@Infra-Be?sub_confirmation=1---------------------------------------------------- *Listen on Spotifyhttps://open.spotify.com/show/6LNbTfWxY9RkLIWetg8q7k?si=3ece101239d7443e---------------------------------------------------- *Follow us on LinkedIn https://www.linkedin.com/company/infrabe---------------------------------------------------- *Listen on Amazon Musichttps://music.amazon.co.uk/podcasts/74e911c3-4e51-456d-9101-c6f651a4de04/the-infra-insider---------------------------------------------------- *Listen on Apple Podcastshttps://podcasts.apple.com/us/podcast/the-infra-insider/id1712838060---------------------------------------------------- *Visit our website https://infra-be.com/---------------------------------------------------- If you have any questions, please leave a comment below. Thank you for watching and see you next time! #diversity #inclusion #onshorewind #offshorewind #windenergy #windpower #solar #solarenergy #solarpv #solarpower #power #electricity #energy #renewableenergy #renewables #sustainability #developer #development #investment #battery #batterystorage #energystorage #hydrogen #greenhydrogen #h2 #recruitment #podcast #evcharging #infrastructure #finaicialmodelling #ev #podcast

#Diversity #Inclusion #Renewables #RenewableEnergy #Infrastructure #Power #Solar #Wind #EnergyStorage

#renewables #renewableenergy #infrastructure #power #Solar #Wind #EnergyStorage

#EV #EVCharging #electricvehicle #renewables #renewableenergy #infrastructure #power