Vicky Meek
Carbon capture and storage projects are now starting to gain momentum, so where are the main opportunities for infrastructure investors.
Despite a lull in deal activity, there is plenty of activity bubbling under the surface.
With the US fibre landscape so fragmented, there is significant scope for consolidation. But it will be far from straightforward.
Infrastructure now has its own high-level guidance on implementing net-zero strategies and transition plans. But given the sector’s breadth, do these frameworks need to go even further?
What should investors consider when weighing up an allocation?
Pushback on moving to a low-carbon economy may be a sign that governments and investors are not paying enough attention to a just transition.
The climate is changing faster than we originally anticipated and the window to arrest further heating is narrowing.
The drive for net zero and the energy transition are creating substantial opportunities in the circular economy, enabled by new technologies and processes.
Demand remains high for infrastructure co-investments, but will appetite hold against a more challenging macroeconomic climate?
It is clear that the shift to a low-carbon economy depends on decarbonisation of transport. What is less evident – at least right now – is how we are going to get there.









