Our latest insight, whether you invest in traditional renewable energy like wind, solar or hydropower; newer sectors like energy storage, hydrogen, and carbon capture and storage; or target decarbonisation opportunities.
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What’s driving Asia-Pacific’s infra markets?
In The Infrastructure Investor Podcast, we review investor sentiment, policy trends and the key themes shaping regional markets.
Four takeaways from the Infrastructure Investor America Forum
It’s been a turbulent year in US infrastructure. The Infrastructure Investor Network took stock of it in New York last week.
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SPONSORED HIGHLIGHT
Decarbonisation: All in it together says Infracapital
The scale of the investment gap that must be bridged to meet decarbonisation goals may be daunting, but consumers, industry and governments can all lend a helping hand, say Infracapital’s Andy Matthews and Priya Veerapen.
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OPINION
Underwriting risk in US renewables remains risky
The US may be too big a market to ignore, but there is growing evidence the Trump administration’s anti-renewables policies are having a chilling effect.
THOUGHT LEADERSHIP
PREVIOUS REPORTS
There is now a veritable dictionary’s worth of subsectors, from AI to zero carbon, a selection of which are covered in this report. Good news for investors who have more ways into the energy transition theme than ever before.
ENERGY TRANSITION A-Z
The energy transition used to be a niche interest, but now there is a whole host of subsectors, a selection of which are covered here.
FURTHER ANALYSIS
Global energy transition investment surpassed $1 trillion last year, according to BloombergNEF, but the average annual investment must treble over the rest of the decade to get on track for net zero. The challenge is considerable, but infrastructure investors are stepping up and certainly aren’t short on options, as the latest Energy Transition report testifies.
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BIG IDEAS
FEATURES & COMMENT
Energy security threatens to replace energy transition as the top priority, yet the energy transition continues to hit new records, with $755 billion invested last year. However, despite the rate of investment accelerating, much more is required. Fortunately, there are many sectors and markets in which to put money to work, as Infrastructure Investor’s latest Energy Transition report makes clear.
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FEATURES & COMMENT
MORE ANALYSIS
REGIONAL FOCUS: AMERICAS
REGIONAL FOCUS: EUROPE & ASIA
Investors’ determination to tackle the climate crisis through greener, more sustainable infrastructure has not waned as covid-19 has shifted priorities. If anything, the industry’s resolve has been redoubled, with global investment in the energy transition surpassing $500 billion for the first time last year. Solar and wind energy continue to lead the way, but a number of other subsectors are establishing themselves
Five years after the Paris Climate Agreement was signed, the energy transition is coming into its own. While fossil fuels continue to dominate the global generation mix, renewables are quickly ramping up. Offshore wind pushed total investment into renewable energy above 2018 results. Meanwhile, renewable- and energy transition-focused fundraising peppered the 2019 calendar year.
