The global and European energy transition is steadily advancing, opening up attractive new avenues to institutional investors in various regions and asset classes. In order to fully partake in the investment opportunities that come with this fundamental shift in how the global energy grids work, it takes holistic strategies that address the entire value chain. Investors should take a closer look at new technologies, such as energy storage and transmission assets.
The phase-out of fossil fuels is well underway. District heating is an important component in the transformation of our economic system. Private investment capital plays a decisive role here. This is a highly attractive scenario for infrastructure investors.
Energy storage capabilities being developed for renewable energy resources have the potential to dramatically transform the global energy sector, as they provide the ability to balance electricity supply and demand.
After Germany, Great Britain and France, Italy and Spain are the 4th and 5th largest logistics markets in Europe. In 2016, Italy’s logistics revenues topped EUR 91bn, and Spain surpassed EUR 72bn.
Over the last decade, institutional investors have actively sought to expand their allocations to real Infrastructure assets, in order to benefit from high risk-adjusted returns and inflation-protected cash flows.