There is much more to the energy transition than renewables, with new developments emerging all the time. Ardian’s Amir Sharifi, Stefano Mion and Mark Voccola look at some of the most attractive, long-term opportunities in this fast-moving space.
The energy transition market has been around for decades, but it has really picked up steam over recent times. Mikael Karlsson discusses how this is translating into opportunities in the hard assets space.
The transition is poised to move beyond green power generation as the tumbling cost of renewables paves the way for industry’s decarbonisation, says David Scaysbrook, Quinbrook Infrastructure Partners co-founder and managing partner.
Electrification is at the heart of the energy transition and the international drive to net-zero greenhouse gas emissions, explains Julien Touati, partner and corporate development director at Meridiam.
Energy transition assets such as batteries, EV charging and green hydrogen are often only available in small packages, which requires managers able to build platforms from smaller assets, explains Barbara Weber, founding partner of B Capital Partners.