The new economics of renewable energy: Why transmission trumps technology
About this episode
This episode discusses the changing dynamics of clean energy investments and the importance of transmission access over technology.
The clean energy investment landscape has undergone a fundamental reset. The era of zero interest rates has given way to a more disciplined environment where transmission access and power market fundamentals determine success or failure. In this episode, host Eklavya Gupte speaks with Declan Flanagan , founder and CEO of Bluestar Energy Capital, about how his company is responding to these shifts. Flanagan discusses how power pricing dynamics are reshaping technology choices and why certain markets like Germany are emerging as battery storage frontiers. He also examines how capex inflation, extended interconnection timelines and evolving demand profiles have rewritten the renewables investment playbook.
People in this episode
Host: Eklavya Gupte
Guest: Declan Flanagan
Topics covered
- renewable energy
- transmission
- clean energy investment
- power market fundamentals
- battery storage
- capex inflation
Keywords
- renewable energy
- transmission access
- power pricing
- battery storage
- capex inflation
- interconnection timelines
Mentioned in this episode
Organizations: Bluestar Energy Capital
Places: Germany
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