227. How hydro-electric power could help avoid blackouts in the future

Will Argent, investment adviser to the VT Gravis Clean Energy Income fund, tells us how the clean energy space has evolved in the last 5 years since the fund’s inception, and how the investment opportunities have equally grown. He gives his opinion on the impact of the recent windfall tax in the UK and, mindful of the National Grid’s warnings about challenging times ahead, comments on energy storage solutions, as well as alternative power sources such as nuclear, hydroelectricity, biomass and geothermal.
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The VT Gravis Clean Energy Income fund taps into the expertise of the Gravis group to create a portfolio of renewable energy and energy-efficiency related projects, that are benefiting from the secular move to more sustainable energy demands. It looks to generate an attractive income, alongside modest capital growth, from a spread of different projects that should deliver defensive, uncorrelated performance.

What’s covered in this episode:

  • The growth of renewables in the last 5 years
  • The adjustments the industry has made with the recent windfall tax in mind
  • The investment potential in the growth of energy storage solutions
  • Investment in energy storage closed-end investment companies
  • Nuclear energy and responsible investment
  • Different renewable options overseas
  • The simple theory behind producing and storing hydroelectricity
  • The development of biomass and geothermal technologies
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