Investment Summit Videos › 2025
From Subsidies to Merchant Models: Private Capital in the Energy Transition
About this session
How is private capital reshaping the energy transition as markets shift from subsidies to merchant-driven models? In this panel discussion from the UK-GCC Private Capital Real Estate & Energy Transition Investment Summit, industry leaders explore the evolving strategies for investing in renewable energy, grid innovation, and long-term energy security.
Speakers
- Bruce Huber (Panel Chair), CEO at Alexa Capital
- Dr. Barbara Weber, Founder & Managing Partner at B Capital Partners
- Kyle Fox, Founding Partner at KRF Capital
- Kevin Teo, Principal Capital Dynamics
- Nicola Beretta Covacivich, Principal at Infrastructure Capital Advisers
Chapters
- 0:00 Introductions
- 6:59 Investing as subsidies fall away
- 9:47 Grid connections and project risk
- 13:36 Managing volume and price risk
- 17:21 The energy transition as a private equity play
- 26:58 Growth equity or hedge fund strategy?
- 35:58 US and European perspectives
- 43:32 Biomethane and closing remarks
Next Summit
UK-GCC Private Capital 3rd Annual Investment Summit
13 May 2027 · Royal Lancaster Hotel, London
UK-GCC Private Capital is an investor-led platform for asset owners and asset managers, LPs and GPs, private equity, sovereign wealth funds, family offices, investment funds, financial institutions and growth-driven businesses across the UK, GCC, Europe and the US.