Glennmont's Insights Nuveen Infrastructure

In this podcast episode, Francesco Cacciabue, Co-founder and CFO at Glennmont Partners, interviews Stefano Buono, CEO of Newcleo, a small modular reactor company, to explore the intersection of nuclear technology and the energy market. While Glennmont Partners currently does not invest in nuclear generation, the growing interest in low-carbon nuclear technology is discussed. Stefano Buono explains Newcleo's technology, which involves small modular reactors utilizing nuclear waste from existing reactors as fuel, aiming to close the nuclear cycle and eliminate nuclear waste.

The conversation covers various aspects, including the potential collaboration with political figures, the cost-effectiveness of small modular reactors compared to traditional nuclear power plants, safety features, regulatory considerations, and the environmental benefits of low-carbon nuclear generation. Stefano Buono also addresses the timing of implementing small modular reactors at scale, the financial investment landscape, and shares insights into gaining knowledge about this technology.

Overall, the podcast sheds light on the potential of small modular reactors in shaping the future of low-carbon electricity and the challenges and opportunities associated with this innovative approach to nuclear energy.

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Solar energy global capacity has been growing almost exponentially for the last three decades. Now this technology is facing an inflection point. According to the International Energy Agency (EIA), solar PV can become the main source of power generation, surpassing coal by 2027.

In the U.S., during the second quarter this year, the solar industry installed 6.1 GW of new capacity making this the best quarter in history, in part owing to a surge in demand from the Inflation Reduction Act (IRA). But still, Wood Mackenzie expects the US solar market to triple in size over the next five years, bringing the total installed solar capacity to 378 GW by 2028. But is this technology mature enough to drive this growth? Can we rely so intensively on solar energy?

In this episode of Glennmont Insights, we talk to Jon Burke about the future of the solar energy in the USA. Jon Burke is President of GreenGo US, a renewable energy developer. Jon has over 20 years’ experience in the energy sector, especially solar PV in the USA. Jon also held senior leadership positions at Apex Clean Energy, Shell, and National Renewable Energy Corporation.


The statements contained herein represent the views and opinions of Nuveen as of the date of production/writing and may change without notice at any time based on market and/or other conditions and may not come to pass.
All investments carry a certain degree of risk, including possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Past performance does not guarantee future results.
Recorded on: 2 October 2023
Featured Speaker: Jon Burke, CEO of GreenGo US

The Biden Administration has set very ambitious targets for decarbonization in the US, a target of 100% carbon pollution free electricity by 2035 and a net zero US economy no later than 2050. The IRA is a critical driver of these goals and will enable renewables capacity to increase to over 900 GW across US markets, representing $420bn of capital expenditure. The big question is whether the supply chain will be able to support these lofty goals, given the heavy focus on US domestic content in the IRA.
In this episode of Glennmont Insights, we talk to Oliver Kerr to discuss the status of the renewables supply chain in the US and the impact of the IRA.

Oliver Kerr is the Head of North America of Aurora Energy Research, an energy research company, providing market leading forecasts & data-driven intelligence for the global energy transition.



Disclaimer
The statements contained herein represent the views and opinions of Nuveen as of the date of production/writing and may change without notice at any time based on market and/or other conditions and may not come to pass.
All investments carry a certain degree of risk, including possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Past performance does not guarantee future results.
Recorded on: 26 July 2023
Featured Speaker: Oliver Kerr, Head of North America, Aurora Energy Research

Risk disclosure

Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well. Investors should be aware that alternative investments including private equity and private debt are speculative, subject to substantial risks including the risks associated with limited liquidity, the potential use of leverage, potential short sales and concentrated investments and may involve complex tax structures and investment strategies. Alternative investments may be illiquid, there may be no liquid secondary market or ready purchasers for such securities, they may not be required to provide periodic pricing or valuation information to investors, there may be delays in distributing tax information to investors, they are not subject to the same regulatory requirements as other types of pooled investment vehicles, and they may be subject to high fees and expenses, which will reduce profits. Nuveen, LLC provides investment solutions through its investment specialists

There has been an exponential growth of clean energy generation being built over the last 2 decades. Wind and solar generated a record 22.3% of EU electricity in 2022, for the first time overtaking nuclear (21.9%) and gas (19.9%). Clean energy is now a significant percentage of electricity generation in many economies globally. With its roll out clean energy has become the most cost competitive electricity generation source transitioning quickly from state support revenue structures to full merchant structures.

In this episode of Glennmont Insights, Head of Asset Management, Jordi Francesch, talks to Michael Waldner to discuss this transition in the Renewable energy revenue and Software as a Service solutions to assist asset owners in manage their revenues.

Michael Waldner is the CEO of Pexapark AG, The leading software as a service provider for Electricity Revenue optimisation solutions.

Disclaimer

The statements contained herein represent the views and opinions of Nuveen as of the date of production/writing and may change without notice at any time based on market and/or other conditions and may not come to pass.
All investments carry a certain degree of risk, including possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Past performance does not guarantee future results.

Recorded on : 17 April 2023
Featured Speaker: Michael Waldner, CEO & Co-Founder, Pexapark

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Green Hydrogen is produced starting from renewable generation sources, that’s widely known, but how can we best achieve this and which are the renewable technologies and scenarios that are best suited to produce hydrogen for the future of the planet?
In the first part of this episode we explored two real case studies of H2 projects with Helena Anderson and Sandra Leece. In this second part we have an interesting debate on how they would respond to the question: are H2 projects better set large or small?
Sandra Leece the Director of Legal of Vattenfall UK and Helena Anderson is the founder of Ikigai.