Energy Transition Infrastructure
A regional answer to a global issue
14 November 2023
A regional answer to a global issue
- We believe Asia represents a significant opportunity for renewable energy investment, particularly given the outsize role coal has played (and still does in many countries) in the energy generation mix.
- To arrive at any destination, one must first make steps towards it. Similarly, it is simply impossible to achieve a goal without making any effort or movement. It is also true when it comes to our climate targets – without investment and progress, they simply will not be achieved.
- But much of the investment within the green energy infrastructure asset class – important to the delivery of climate targets – in our view, is targeted in the ‘wrong’ place or is focused on the ‘wrong’ assets, leaving significant gaps that need to be filled.