The next clean energy hotspot

Why Australia Is a Clean Energy Investment Hotspot: Solar, Wind, Batteries & Energy Security | Joost Bergsma On The Greener Way, host Michelle Baltazar speaks with Joost Bergsma, global head of energy at Nuveen Infrastructure, about clean energy investing, energy security, and why Australia is attractive for large-scale renewables. Bergsma reflects on his the last two decades in the sector and describes how capital raising has evolved from needing to explain basic technologies to today’s dedicated institutional infrastructure teams, alongside greater competition. He explains clean energy investments across solar, onshore/offshore wind and battery storage that appeal to Nuveen’s institutional clients. He also highlights what’s new in the battery storage sector and Australia’s land-driven scale advantages versus Europe. For investors just entering the clean energy sector, he explains the need to address China-concentrated supply chains and Australia’s grid buildout needs. 01:02 A career milestone in clean energy 02:13 Capital raising outlook 03:09 Nuveen infrastructure strategy 04:43 Geopolitics and energy security 06:47 Data centres and demand surge 08:41 Risk return spectrum explained 09:45 Australian investor appetite 10:54 Nuveen’s local pipeline 12:04 Ten-year outlook on batteries 14:40 What could go wrong? We record on Gadigal land and we pay our respects to the traditional custodians of country and elders past and present. https://www.fssustainability.com.au/ This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy