All Clean Energy articles
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White papersHow private and public markets can steward solutions to societal changes
Many of the challenges of our time, such as climate change, energy security, and economic inequality, are deeply interconnected. We believe that their solutions are as well. The global climate transition is not solely a technological or political issue; it’s also a capital challenge. Investment decisions made today, across both private and public markets, can set the tone for how we shape our energy systems, infrastructure, and economies for decades to come.
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White papersPowering the future
Interview on unleashing investment potential in low-carbon technologies
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VideoThe term loan supports the development of Spearmint’s 2.8 GW Portfolio of battery energy storage system assets
Between now and the end of the decade, $8bn in new battery storage investment will be required annually to meet growing power demand in the U.S.
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White papersKeynote Q&A: Moving to a more holistic future for energy
In Infrastructure Investor’s May 2025 Energy Transition report, Joost Bergsma, global head of clean energy for Nuveen Infrastructure, discusses why investors are continuing to show interest in renewables, even as certain economies and technologies encounter turbulence and power price risk. GPs may be needed more than ever to steer investors through market volatility, but the sector remains robust, he explains.
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Asset Manager NewsActis raises US$1.7 billion for second long life infrastructure fund
LUXEMBOURG, 13 May 2025: Actis, a leading growth markets investor in sustainable infrastructure, is pleased to announce it has completed fundraising for its second Actis Long Life Infrastructure Fund (ALLIF2), with US$1.7 billion of commitments to its strategy investing in growth markets operating infrastructure.
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White papersWhen will alternative fuels take off?
Biofuels, hydrogen, and sustainable aviation fuel have been mooted as potential low-carbon alternatives to fossil fuels. While they increasingly feature in company transition plans and government policies as an attractive opportunity, there are drawbacks that must be addressed. Will Farrell and Michael Yamoah identify the key issues.
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White papersMarket Valuation of Climate Patents: What are the Most Valuable Innovations?
This paper analyzes the market valuation of climate innovations through a detailed examination of patent data. We explore the relationship between Tobin’s Q —a measure of firm valuation— and the stock of patents across various climate technology categories.
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White papersHas the AI stock rally run out of gas?
Twenty-five years ago in March, the tech-heavy Nasdaq Composite reached its peak, marking the bursting of the dot.com bubble. Investors may have this on their minds as many leading artificial intelligence stocks have run into a wall.
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Asset Manager NewsActis closes US$600 million MTerra Solar investment with Meralco PowerGEN (MGEN) unit MGreen
Actis announces the closing of the acquisition of a stake in Terra Solar Philippines, Inc. (“MTerra Solar”), with MGEN Renewable Energy, Inc. (MGreen), through its subsidiary SP New Energy Corporation (“SPNEC”).
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White papersNet-Zero Targets—a Dream or Still a Reality?
Recent energy crises and political resistance have slowed progress toward net-zero emissions. We believe success will depend on global cooperation to balance short-term energy security with long-term decarbonization goals.
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White papersClimate-Related Financial Stress-Testing and Scenarios Valuation
We apply transition scenarios from the global multi-region multi-sector energy-economic MIT EPPA model to assess a large sample of issuers at the company level. We model the evolution of revenues and earnings for companies in the MSCI World Index under several scenarios of global emission mitigation (1.5°C, below 2°C, below 2°C delayed, and 1.5°C with limited availability of carbon dioxide removal technologies), comparing these to current trends. We analyze direct emission mitigation costs, indirect costs from the supply chain, capital expenditures, and cash flow trajectories, and their influence on other economic variables.
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White papersOffshore ambitions: China’s outsized role in decarbonising the world
China’s burgeoning offshore wind energy sector could present a wealth of potential opportunities for investors as the country continues to transition to a low carbon economy. We explore how wind energy is pivotal in the quest for net zero, and how Zhongtian has emerged as a key player in the space.
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White papersC-PACE outlook amid economic and political shifts
The current U.S. administration’s focus on energy independence, efficiency and pro-business policies are expected to provide favorable conditions for Commercial Property Assessed Clean Energy (C-PACE) to continue to scale.
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White papersInvesting for Security in Unstable Times: Energy and Supply Chains
Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors—even in these turbulent times.
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White papersInvesting in Commercial Property Assessed Clean Energy (C-PACE)
C-PACE (Commercial Property Assessed Clean Energy) has been rising in popularity particularly among institutional investors due to the potential benefits it can offer, including attractive yields, long durations, diversification and definable positive impact.
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White papersA thematic framework for investing in the nature and climate transition
We’ve identified five broad investment themes that comprehensively address the challenges of climate change and nature loss.
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White papersOptimizing for net zero and nature positive outcomes
Net zero and nature positive investing may seem aligned in their goals, yet our analysis reveals that certain net zero investment strategies could inadvertently embed nature risks. Our latest research also highlights the approaches investors can take for nature positive investing.
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White papersAdvances in wind and solar operations and maintenance
This paper examines the latest developments in O&M, including how innovative approaches, from drones to PV module cleaning technologies, are helping deliver better technical performance and profitability to clean energy projects.
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White papersOutlook 2025: Prospects for the race to net zero
In 2025 mature technologies like solar and wind power as well as electric vehicles (EVs) will continue on their path of exponential deployment - despite some setbacks in some jurisdictions where incumbents start to panic as they realise they have lost ground they may never make up.
