Ma: Software connecting EV charging to grid offers compelling investment value
Liqian Ma · Sustainable Investing 2: Liqian Ma – Allocator Perspective (Capital Allocators, EP.140) · Jun 11, 2020 · at 46:12
Liqian Ma, Head of Impact Investing Research at Cambridge Associates, evaluates the most promising investment opportunities within the energy transition landscape.
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“One area that we're seeing is a lot of folks that focused on EVs and EV charging, which I think is certainly an area to look at. It's a market that's going down in terms of cost and pricing as more players come in. So I think what's more interesting in that area is the software systems that can integrate more EV charging capacity. With the grid and taking on the intermittent renewable resources that will be coming online and managing the flow of electrons, right? Between the electric grid and then the more intermittent renewable power sources and EV charging sources. I think there's some real value there to be able to connect those systems such that we have a more resilient grid system and also a more sustainable energy supply chain.”
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