All Renewables articles
-
White papers
Green to gold: realising opportunities from the carbon transition
The potential for real estate to deliver green energy infrastructure is often overlooked. We explore the interventions required to monetise green energy, and how investors might benefit from the carbon transition.
-
White papers
Engagement case study: Goodyear
In recognising the significant climate upstream risk in purchased goods and services, including rubber procurement, we engaged with Goodyear on how this would affect its climate impact and ability to meet its targets.
-
White papers
Zambia: A Resource-Rich Copper Giant Awakens
Boasting Africa’s second-largest reserves of copper, Zambia has a unique opportunity to leverage its natural resource endowment and make real progress on the road to development. Despite some near-term challenges, we believe this landlocked nation in Southern Africa is on the rise, tackling debt, investing in its future, and capitalizing on its abundant resources.
-
White papers
Can the renewable energy sector solve the climate crisis?
The renewable energy sector has seen impressive growth rates in the past 20 years. According to the European Environment Agency, the share of renewables in total energy consumption more than doubled, increasing from below 10 percent to 22.5 percent in 2022.
-
Asset Manager News
Actis-Fortescue Consortium Awarded Rights To Develop Green Hydrogen Project In Oman
A consortium between Actis, a leading global investor in sustainable infrastructure, and Fortescue, a global integrated green energy, metals and technology company, has been awarded the rights to develop, build, own and operate a large green hydrogen project in Oman.
-
White papers
Infrastructure redefined - From railways to renewables
Infrastructure, as a sector, has evolved drastically in response to major drivers like the climate crisis and demographic change. Here, we explore the most influential structural trends shaping future-forward opportunities across the asset class.
-
White papers
The continuing evolution of investment stewardship
In less than a decade, stewardship has become a central area of investor interest and action. From the Paris Agreement of 2015 to today, questions of stewardship around systemic risks have gone from periodic to practically obligatory. Investment stewardship is now a key factor of asset owner decision-making when entrusting investment managers with their assets.
-
White papers
The Winds of Change: A Closer Look at European Renewable Energy Financing
Guy Haselmann, Head of Thought Leadership at MetLife Investment Management (MIM), recently sat down with Giulia Noli, Director in EMEA Infrastructure, to discuss the current environment for lending to European renewable energy projects.
-
Research Report
Climate Report 2024 Investing In Climate-Proof Real Estate
The Earth is warming rapidly. We see the consequences in our daily news, with reports of record temperatures, melting ice caps and prolonged droughts interspersed with images of floods caused by torrential rain. These consequences include heat stress, food shortages and mass refugee movements. Action is needed if we are to reverse this trend. It’s time to act.
-
Asset Manager News
Actis Backs Solar Platform Argo Energy In First South Korean Energy Investment
Actis, a global investor in sustainable infrastructure, has completed its investment into Argo Energy, a South Korean renewable energy platform focused on the development of small utility scale and rooftop solar.
-
White papers
How private credit can drive the net zero transition
The sheer magnitude of capital requirements for the net zero transition represents a historic opportunity for private credit investors.
-
White papers
What risks are you taking in renewable energy?
Developing renewable energy assets, or opting instead to buy them when they are already operational, results in very different potential return and risk profiles. Higher interest rates have made those differences clearer.
-
Asset Manager News
KGAL successfully closes a challenging 2023
Despite market turbulence, KGAL exceeded its earnings target in the past financial year. Highlights from 2023 include the renewable energy flagship funds KGAL ESPF 4 and ESPF 5, which continue to outperform expectations, as well as important transactions in the residential sector and new investors in the aviation segment. KGAL is well-positioned to benefit from the anticipated market recovery.
-
Asset Manager News
Renewable energy fund KGAL ESPF 5 commissions first solar park
The renewable energy fund KGAL ESPF 5 has successfully progressed its first asset from project development to grid connection. The Spalletti solar park in northern Italy has a capacity of 17 megawatts (MW) and sells green electricity via a 20-year feed-in tariff. Further solar parks with a total capacity of 100 MW are due to come online in the course of the year. KGAL ESPF 5’s core-plus strategy – investing early in the value chain to achieve higher returns – is paying off.
-
Podcast
The Greener Way – Driving net zero in infrastructure
Niall Mills discusses the impact of climate change on infrastructure and Igneo’s philosophy to decarbonising our asset companies as well as our five minimums standards we apply to all assets.
-
White papers
The time for the US renewables market is now
The US renewables market appears to be primed for growth due to the cost effectiveness of electricity produced from renewable energy technologies, a steady demand for power, and the strong voluntary and regulatory support framework in place backing the energy transition, making it an attractive investment opportunity despite common political misconceptions.
-
Podcast
The Future of Renewables
We consider continued renewables expansion in developed markets and explore the themes of repowering, overpowering, co-location and grid capacity constraints
-
White papers
COP28: So Near and Yet So Far
Though not enough to limit warming to 1.5°C, and weaker than some had hoped, the outcomes of the climate conference are better than many had feared.
-
White papers
Answering Clean Tech Questions with Large Language Models
The success of the “net zero transition” relies on the acceleration of the clean technology development to increase renewable energy capacity and low-emission solutions, but also to improve energy efficiency and enable carbon capture. Tracking such technologies and their mineral requirements is becoming increasingly important, but has traditionally required expert knowledge.
-
White papers
COP28: delivering on food, nature and energy
We provide our key takeaways from COP28, covering the historic final communique, significant agreements focused on nature and the food and energy systems, plus the knowledge shared at the Lombard Odier re-NATURE hub alongside the summit.