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With an economy that’s fast recovering thanks to the government’s effective response to the pandemic, opportunities abound in several sub-sectors.
Morgan Stanley Infrastructure Partners’ Chris Ortega highlights the value to be found in repurposing legacy assets to support new energy technologies.
Solar panels
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.
High voltage electricity pole
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.
Green power generation
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.
Battery pack
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.
Solar panels
Despite huge pent-up appetite for development, governments will struggle to deliver on their energy transition promises unless permitting delays are overcome, four infrastructure professionals say.
Hydrogen
To be successful in the fast-moving world of the energy transition, asset managers must have deep industrial, sector and geographical expertise, says global head of infrastructure and structured finance at Edmond de Rothschild, Jean-Francis Dusch.
energy storage
Beyond utilities assets, waste-to-energy and recycling projects – as well as clean mobility – are key to the energy transition, says Christoph Bruguier, senior investment director at Vauban Infrastructure Partners.
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