Welcome to the Frederic Michel-Verdier blog. Frederic Michel- Verdier has over 15 years of experience in large scale Equity Investments and Asset Management of Global Infrastructure assets. The debate over marginal loss factors may see some short-term resolution but the wider conversation about reform Market still has some way to run.
Broadly, private infrastructure investors in the renewable energy space (with one or two notable exceptions) have made submissions in favour of a change, generally towards a system known as average loss factors. Meanwhile, regulators, public bodies and some legacy generators, such as AGL and Snowy Hydro, have made submissions in favour of retaining MLFs, even if they don't all love the system.
Check back for more!
About Frederic Michel-Verdier
Frederic Michel- Verdier deployed in excess of $2.5bn equity in the utilities and transport sectors in the last 18 months at IFM Investors - a uniquely-structured open-ended global fund manager - with over $100 billion in assets under management. He has also held the position of Vice Chairman of Veolia Polska for ten years. Learn more about the work of Frederic Michel-Verdier here. Check out Frederic Michel-Verdier's infrastructure tips here. Alternatively, you can also read Frederic Michel-Verdier's news here.