It’s clear the Biden administration is pushing EV ownership. Less clear is who will assume the risk that comes with building out the necessary charging network.
Our latest report reveals a number of trends changing course, indicating that it’s no longer ‘business as usual’.
Japan and South Korea are ramping up nuclear power to meet their emissions targets – will it push renewables off the grid?
The notion of what makes an investment and a country low risk was challenged in 2022 as global energy producers and developers faced new taxes and regulatory measures.
With heavyweights PAG and ESR honing in on renewable energy and data centres in 2022, more real estate firms could be set to enter the infra space.
This year has seen the energy transition go from being a good idea to becoming an irrefutable necessity and fund managers were quick to jump on the bandwagon.
Adapting, problem-solving, outlasting – all are key attributes of a successful infrastructure investing strategy over the long term.
Favourable new government initiatives and ambitious renewables targets may be attracting more LP attention but GPs with local know-how are still in short supply.
But a tug-of-war is unfolding between capital flowing into energy transition vehicles and real-life progress regarding climate change.
Energy transition investments may be prioritising renewables capacity, but emerging specialist funds say that decarbonising existing assets is a key part of the value creation arsenal