Financing the Energy Transition
Finance & Investment/Trading & Risk Management/ESG
As governments move to take a significantly higher proportion of energy transition technology and deployment risk onto their balance sheets via subsidies, tax credits and other incentives, how are markets responding? With energy transition entering a new phase focused more on deployment of new infrastructure and new assets at a heightened scale, old assumptions about the way risk-adjusted returns work in energy investing are being overturned. With trillions of dollars in energy investing capital starting to make its way through markets into asset plays and capital allocation decisions, how are the world’s leading energy financiers thinking about tradeoffs in this newly accelerated era of energy transition investing?