Charles Waine
Investors are more optimistic than recent infrastructure fundraising figures might suggest.
A year after it came into force, the effects of the Inflation Reduction Act are beginning to be seen.
Clean energy generation in the country has suffered due to years of political uncertainty, but next year’s election offers a rare glimmer of hope.
Government backing boosts investment case for low-carbon hydrogen but challenges remain.
Market volatility may have increased denominator effect concerns in recent months but infrastructure allocations are still trailing targets.
Not all strategies are created equal, as rising interest rates see investors turning to core-plus and value-add
Net-zero momentum and the digitalisation push promise profound change.
Natural gas may not win many popularity contests, but there is grudging acceptance that it still has a role to play in the energy transition.
Spanning the Equator, Southeast Asia boasts prime opportunities to upscale solar capacity and lift renewables in the energy mix.
Legacy grid infrastructure was not built with the energy transition in mind, so a fundamental rewiring will be required.