Korkia's Kristina Sweet and James Spooner discuss structuring and negotiating complex global renewable projects and their exits. Episode produced in cooperation with Korkia.
00:00 Background of Kristina Sweet and James Spooner: Alberta, London, Goldman Sachs, Korkia. Expat culture
03:28 Alberta’s transition from oil and gas to renewable energy. Lesson’s for Finland
06:25 Co-locating energy assets
08:00 Structuring complex renewable projects. Matching supply and demand
10:10 Korkia’s focus is on developing attractive renwable portfolios
12:00 Improving environmental performance of land use
13:20 UK is moving beyond the stereotype of offshore wind
16:00 Going beyond Excel with ESG and sustainability
17:59 Italy has a great potential in agri-pv. Korkia’s go-to-market strategy
21:49 Competencies for Korkia from operating in 9 countries. Globally local
24:02 Green hydrogen - next step for two-directional storage grid
26:50 Technology improvements in green hydrogen. Go big or go small
28:25 Dark green rating for Korkia by S&P. SFDR articles 6, 8 and 9
30:20 M&A and structuring skills for developing and exiting renewable projects differ
33:30 Sami’s Suvisaaristo real estate project added value despite divorce
34:40 Selling renewable portfolios to trusted partners
35:50 Infra funds, interest rate hikes and market trends impact on valuations
37:58 US Inflation Reduction Act vs. EU Fit for 55. US taking leadership
39:58 China, critical minerals, equipment
41:50 UK elections impact on renewables - Labour vs Conservatives. Political support of the public
45:50 Is the market on the way to normalisation?
46:25 #negotiator insider episode - What do the foreigners think of Finns? :)
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Contact Sami Miettinen: www.dcmcapital.fi/neuvottelija