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Infrastructure is viewed by many as a safe-haven investment. Its underlying investments provide essential services, are more defensive in nature, exhibit monopolistic characteristics, and have multi-decade useful lives. Infrastructure has consistently shown resilience during periods of economic uncertainty – and this time is no different.

Energy storage not only mitigates the impact of grid congestion but also provides a flexible and reliable solution to balance supply and demand. By storing surplus energy during periods of low demand and releasing it during high demand, energy storage projects help stabilize the grid, improve reliability, and support the integration of more renewable energy sources.

We believe the next big opportunities within the energy transition are transport and grid infrastructure. According to BNEF, transport will require between 5-8x the capital needed for renewables to 2050.