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.Speaker: Francesco Cacciabue - CFO and Partner at Glennmont PartnersGuest Speaker: Stefano Buono, CEO of Newcleo, G-3403211F-O0224W Hosted by Ausha. See ausha.co/privacy-policy for more information.

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 Hosted by Ausha. See ausha.co/privacy-policy for more information.

 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 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   Hosted by Ausha. See ausha.co/privacy-policy for more information.

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 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 % 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, we talk 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   GET-2916408PF-O0523X  Hosted by Ausha. See ausha.co/privacy-policy for more information.

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.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

 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?  This episode is split in two parts and in the first we speak with Helena Anderson and Sandra Leece to explore two interesting real case studies showing that H2 projects are possible but also financially attractive.  Helena Anderson is the founder of Ikigai and Sandra Leece the Director of Legal of Vattenfall UK.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

With the cost of Green Hydrogen coming down significantly in the last decade, there is growing excitement from nations to investors about the role that hydrogen can play in the energy mix. In particular, in those so called hard to abate sectors like heavy road transport, heavy industry, shipping, aviation and seasonal storage. In this episode of Glennmont's Insights, we talk to Professor Nigel Brandon to explore the role that hydrogen and other molecules produced from hydrogen will play in the global economy. Professor Brandon is the Dean of Engineering at Imperial College London and the Director of the UK Hydrogen and Fuel Cell hub. 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 : 30 January 2023 Featured Speaker: Professor Nigel Brandon, Dean of Engineering at Imperial College London and Director of the UK Hydrogen and Fuel Cell hub. Hosted by Ausha. See ausha.co/privacy-policy for more information.

The latest announcement by the European Commission regarding a Revenue Cap is a logical consequence to the high power prices that European households and industrials are currently facing. Thanks to the insights of our guest Joop Hazenberg, we will explore the implications that such regulatory measures will have on renewable energy assets, and the overall signal sent to the renewable industry. Joop Hazenberg is the Policy and Impact Director of the RE-Source platform. 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 : 25 November 2022 Featured Speaker: Joop Hazenberg, Policy and Impact Director of the RE-Source platform Hosted by Ausha. See ausha.co/privacy-policy for more information.