Recently, Jefferies Group, a New York-headquartered, globally-officed investment bank that has done trillions in clean energy deals over the past few years, reached out to me again. In the past I’ve discussed grid storage with their cleantech investment floor, and for a global group of institutional investors and Jefferies clients debated small modular reactors with Kirsty Gogan Alexander, former UK Deputy Head of Civil Nuclear Security and founder/managing director of a couple of boutique consultancies which tend to focus on all things nuclear.
The focus of this session was a very well-timed discussion of the importance of grid investments. The International Energy Agency just released its first big global grid report, something that begs the question, why only the first one in 2023?