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- Tak Ishikawa
Capital allocation for the energy sector has undergone a sweeping reorientation in the past two years. The shift is more complex than moving into cleantech and out of fossil fuels, incorporating increasingly sophisticated understanding of climate risk and intense engagement with shifting value within business models. Having raised huge volumes of capital for energy transition plays in the last two years, investors and their counterparts are now deploying that money into markets and capital expenditures (Capex), presaging significant shifts across the energy ecosystem. What is the current state of energy transition investing? How does the investment horizon influence sectoral focus in analyzing investments or deploying capital? Does cleantech benefit from longer investment horizons? What level of returns are currently found in cleantech or clean infrastructure? What can we expect a decade from now?