Ceres Sustainability Podcast: Investing in Renewable Energy INFRASTRUCTURE (Bill Green, Macquarie Capital)

In the aftermath of the financial collapse, big investors are returning to some market fundamentals — abandoning flimsy derivatives for tried and true physical assets. One of the concrete investments investors are eyeing is infrastructure. Specifically, renewable energy infrastructure.

The renewable energy market is poised to explode in the coming years, and is already booming in countries like China, Brazil and Germany. And investors are eager to tap into it. Although a price on carbon — which would give renewables the punctuated equilibrium needed to free up investment dollars and scale up new energy sources in the U.S. — is currently on the back burner, the renewable energy market hasn’t stalled out. It’s not even slowing down.

In this episode, Bill Green, Managing Director of Macquarie Capital’s renewable infrastructure investing team, explains the world of renewable energy infrastructure and makes the business case for why scaling up the physical infrastructure for renewable energy is a good bet for investors even in the absence of an immediate price on carbon.

[Music: Mr. Lif, "Ol' Crew" from Superrappin Vol. 2 Instrumental (Groove Attack, 2004); Guns and Roses, "Rocket Queen" from Appetite for Destruction (Geffen, 1987)]