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Aruna Ramsamy

May 18, 2026

12:33
Aruna, from an investment perspective, are these prices driving investment into electrification, or are they pushing capital elsewhere?
12:42
Um, thanks, Amy.
12:43
Um, so first of all, I, I would agree that one of the levers of decarbonization is certainly electrification, right? I think that's the, uh, clearest pathway.
12:52
Um, but given the, um, high prices that we see today, uh, another is essentially being more energy efficient.
12:58
So we're certainly seeing a lot of investments into that, uh, into the UK, um, to, um... that, that can, that can shave out costs to the, to the end user, especially if you have a very large energy bill, most likely industry.
13:12
Um, you, you also see that, um, uh, the, the kind of high, uh, percentage of renewable energy into the UK grid, I think 50% of consumption last year, uh, was from renewable energy... uh, sorry, of generation was from, um, renewable energy.
13:30
It creates an opportunity for energy storage.

8 MINS LATER

22:00
And how central were energy prices to getting that... and the long-term contracts to getting that over the line to kind of get that investment done?

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