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Seeing potential across energy transition, electrification and decarbonization
infrastructure assets, including renewables innovations, storage solutions
and hydrogen production and distribution.
Policymakers and investors must act decisively if the international community is to meet its climate obligations. To ensure a sustainable, climate-safe and more resilient future, significant investments need to flow into an energy system that prioritises renewables, electrification, efficiency and associated energy infrastructure.
Priorities in identifying trends, investing through transitions and developing visionary perspectives in an environment characterized by high growth, disruptive forces and strong policy support.
Storage (Batteries, Gigafactory)
Energy and battery storage is a critical piece of ensuring the reliability of the electrical grid and supporting electrification of the economy as the world transitions to an increased reliance on intermittent renewable and clean resources.
We see potential in both standalone storage platforms and existing power or renewable platforms with battery storage projects.
Hydrogen
With accelerated climate ambitions, momentum in hydrogen deployment has been boosted as a key energy transition pillar. The total investment into projects and along the whole value chain amounts to an estimated $500 billion through 2030. This increase in activity comes on the heel of stricter carbon targets globally.
Hydrogen has become a central element of investment plans towards carbon neutrality and commitment to tackle climate change.
Green Grid
A shared challenge across all countries is to build and operate electricity grids that can absorb large shares of renewable energy technologies – many of which are ‘variable’, and generate power, for example, only when the sun is shining or the wind is blowing – and deliver a massive scale-up of secure, reliable and affordable power to underpin decarbonisation of economies through widespread and rapid electrification.
There is an urgent need to build out the infrastructure, markets and institutions to achieve universal electricity access, and provide energy for these rapidly developing economies. Modern, flexible grids will be a key enabler of this scale-up.
EV Charging
The race for investment targets in electric mobility (eMobility) and electric vehicle (EV) charging services is now at a peak as the industry experiences fundamental transformation.
Demand for EVs is expected to outpace internal combustion engine (ICE) vehicle sales by attracting mass-market adoption driven by environmental regulations and changing consumer views. The increase in EV sales will correspondingly prompt growth for charging infrastructure, currently a pain point for consumers in some markets.
We see potential to capitalise on this market for developing infrastructure to address consumer and commercial demand over the next decade.
