Energy Unplugged by Aurora EP.248 Harrison Moore on the Investment Landscape in Australia
Jun 18, 2025
Harrison Moore, Head of Energy and Renewables at Azure Capital and seasoned corporate advisor, discusses Australia’s investment landscape in the renewable sector. He highlights booming interest in emerging technologies like battery storage and the impact of government tenders on financing. Conversations also delve into the challenges of transitioning from coal and the importance of clear investment criteria. With global uncertainties looming, Harrison emphasizes the need for a robust strategy in navigating Australia’s renewable energy future.
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Shift Towards Longer Battery Duration
- Market shows a transition from shorter two-hour to longer four-hour battery durations.
- Economics and government support shape how quickly longer duration batteries gain traction.
Renewable Versus Storage Development
- Renewable projects often face long development timelines due to complex land and regulatory challenges.
- Storage assets tend to have shorter development paths due to smaller footprints and location advantages.
Diverse Investor Appetite in Lifecycle
- Investor appetite spans the entire asset lifecycle from early development to operating assets.
- Post interest rate hikes, investors seek higher returns, increasing focus on yield and shovel-ready assets.