Antipodes Partners

Electricity generation in Europe is undergoing a major transformation. Many investors think that the “new world” (i.e. renewables, batteries and smart grids) is going to wipe out the “old world” (i.e. centralised baseload generated from nuclear and fossil fuels). Whilst we do accept that there will be a transition we... Show More

The race for renewable energy has passed a turning point. The world is now adding more capacity for renewable power each year than coal, natural gas, and oil combined. And there's no going back. The shift occurred in 2013, when the world added 143 gigawatts of renewable electricity capacity, compared... Show More