In Conversation

"In Conversation" is a series of videos featuring discussions with senior experts from our team. The series covers a range of topics, including the political landscape in Europe, challenges for the energy sector and investment opportunities in the industrial sector. The discussions provide in-depth analysis and expert insights into these critical areas.

In Conversation

Tim Marahrens: Back to fundamentals

Tim Marahrens, Partner at Energy Infrastructure Partners, shares his perspective on navigating the complexities of the global energy transition. As political influence grows and market conditions shift, investors are returning to fundamentals—focusing on profitability, resilience, and long-term value.

Tim highlights the importance of maintaining flexibility, understanding sector dynamics, and investing in supply-critical infrastructure that supports society’s evolving energy needs.

Back to playlist