Infrastructure Investor Staff
Antin takes Fund V to €7.7 billion; developers want PPA renegotiations; and Macquarie in double-deal week. Welcome to The Pipeline, the start-the-week briefing for our valued subscribers only.
Inside: From smart grids to recycling – the 10 big ideas shaping the energy transition; Green hydrogen – hype or hope?; Five things we learned at the Berlin Global Summit; Expert comment and analysis from industry leaders; Plus much more…
The right time for renewables is now, says Schroders Greencoat’s Matt Ridley, with the required investment in renewable energy and associated infrastructure representing a multi-trillion dollar global opportunity.
There is still a major investment gap if we are to reach net zero by 2050. However, that creates significant opportunities for investors with along-term view of value creation, says abrdn’s Ruairi Revell.
Making conviction-led choices to achieve long-term value creation is key to the energy transition, says EdR’s Jean-Francis Dusch.
A focus on energy generation is not enough, says Vauban’s Mounir Corm, as the energy transition must encompass all elements of infrastructure.
Removing more used metal from the waste process is a necessary step, believes InfraVia’s Bruno Candès.
Europe may lack interconnectivity, but it benefits from an indisputable strategic need to transition away from Russian gas, says Glennmont’s Joost Bergsma.
The energy transition will see distinct changes, both at an international and local level, where energy trade and national security become interlinked with geopolitical dynamics, says Arash Shojaie, principal at QIC.
In order to make a difference, engagement trumps exclusion, says Igneo’s Marcus Ayre.