Energy Transition
Investing behind ‘compelling tailwinds’: Stonepeak looks to Asian infra
Stonepeak's head of Asia Hajir Naghdy discusses how the firm is taking its global investment approach to Asia to take advantage of ‘multi-decade’ investment tailwinds.
EnCap targets ‘more challenging’ projects with IRA tax credit-focused battery platform
The EnCap Energy Transition Fund’s newest portfolio company, Bildmore, will make equity investments in IRA tax credit-eligible energy transition assets via a holdco structure.
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INSIGHT
AIMCo plots transition fund manager spree with new funding pool
The Energy Transition Opportunities Pool will invest an initial C$1bn across a number of energy transition fund managers, while hoping to do direct deals in the future.
‘It remains very secretive’: US tax credit transfers take off
The tail end of 2023 saw an uptick in IRA-enabled tax credit transfers, with estimates for market size ranging from $4bn-$9bn. That number is expected to grow, despite market inconsistencies.
Power struggles emerge as AI fuels data centre growth
The digital need for power threatens to outpace the supply of new clean energy and strain the entire system. Can anything be done about it?
THOUGHT LEADERSHIP
SPONSORED HIGHLIGHT
LGIM: How renewables are taking centre stage
Higher energy prices, technological developments, policy support and – in the case of solar – lower equipment costs are driving record renewable energy capacity installations, says LGIM’s Marija Simpraga.
OPINION
Smart money asks for carbon to be taxed now
Research suggests that managers are much better off with a timely and orderly introduction of carbon taxes rather than waiting for panicked measures.