All Renewables articles – Page 2
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White papersMarket Update second quarter 2025
The Dutch economy continues to grow, but the pace is slowing. In the second quarter of 2025, economic growth amounted to 1.2%, keeping the Netherlands well ahead of the eurozone average. Nevertheless, geopolitical tensions and declining confidence are weighing on market sentiment.
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White papersAntifragile? Renewable energy infrastructure after the One Big Beautiful Bill
Antifragility is beyond resilience or robustness. The resilient resists shocks and stays the same; the antifragile gets better.
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White papersCurtailment and Constraints: Understanding the Grid’s Role in Renewable Energy Integration
Rosheen McGuckian, CEO OF NTR, EU grid curtailment, how the industry is responding, and the major considerations for investors.
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VideoBuilding the Future: A Snapshot
Through our funds, NTR manages wind, solar and energy storage projects – building sustainable futures in over 66 locations across seven countries in Europe.
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White papersRenewable Energy and Insurers: Tailor Made?
Investment in clean energy infrastructure may tick a lot of boxes for life insurers.
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White papersIt’s Electric: Is there a role for Lead and Zinc in the new energy economy?
Electricity demand has played an important role in driving trends in overall primary energy consumption, despite often playing second-fiddle to demand from the transportation sector. Similarly, electrification is generally viewed as a structural tailwind for “green” metals like copper, lithium and nickel, leaving other industrial metals like zinc and lead “out in the cold.” It might be time to re-think these assumptions!
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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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Asset Manager NewsL&G NTR Clean Power Fund purchases minority stake in an operating offshore windfarm off the coast of Suffolk, England
The Fund, along with a co-investor, will own 10% of the 714 MW operational project.
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White papersPain in Spain: Why infrastructure resilience has never been more important
A dramatic power outage in Spain and Portugal in April 2025 starkly revealed our dependence on electricity infrastructure. Alex Araujo and Michael Rae explore the resilience of power grids and how the shift towards renewable electricity generation could create investment opportunities for infrastructure businesses.
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Asset Manager NewsNTR, a leading renewable energy specialist selects Fluence for Flagship Finnish Battery Energy Storage System
Fluence, a market leader in energy storage technology, selected to supply the 55 MW / 110 MWh battery system supporting FinGrid with critical system services
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Asset Manager NewsPowering Europe’s energy transition: L&G and NTR raise over €600m in final close of L&G NTR Clean Power (Europe) Fund
Legal & General (L&G) and NTR have secured total commitments of over €600m to drive Europe’s ambitious decarbonisation and energy security agenda.
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White papersWhen new energy meets old wires
Institutional Investing in Infrastructure (i3) article – US electric grid infrastructure in the age of Trump and AI
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White papersIn Focus - Energy transition infrastructure: Three key areas of opportunity
In our previous white paper, we made the case for a concentrated focus on the energy transition for private infrastructure allocations. Among other things we highlighted the uncorrelated returns and differentiated risk premia these assets can deliver to portfolios – and the potential for this to drive outperformance as the global journey to net zero progresses.
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Asset Manager NewsActis bolsters its Indian renewables footprint through acquisition of Stride’s 371MW portfolio
LUXEMBOURG, 24 March 2025: Actis, a leading global investor in sustainable infrastructure, has acquired a 100% stake in Stride Climate Investments (“Stride”), a solar generation asset portfolio in India, from a fund managed by Macquarie Asset Management.
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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 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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Asset Manager NewsL&G NTR Clean Power (Europe) Fund acquires 211MW Irish Battery and Solar projects
The acquisition brings the Fund’s total capacity in Ireland to over 326 MW and marks its ninth acquisition
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Asset Manager NewsNozomi Energy completes largest acquisition to date consisting of 12 solar projects with a 312MW capacity
Nozomi Energy, a Japan-focused renewables platform established by global sustainable infrastructure investor Actis, has announced its acquisition of a major portfolio of 12 operational solar projects together with a Japanese co-investor, totalling 312MW.
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White papersRenewables and grids: The dynamic duo powering growth for European utilities
Energy transition-related goals and timelines are being recalibrated, but for investors who can take the long view there remains a rich opportunity set.
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White papersNuclear and the energy transition — Lessons learned from the lost decades
Interest in nuclear energy has ebbed and flowed in the past few decades. We have seen several declarations of a “nuclear renaissance” during this period, depending on prevailing public opinion around carbon emissions, energy security and nuclear safety, as well as country-specific issues.
