Infrastructure Investor one of the leading infra investment magazines decided to dedicate a special issue on the Energy Transition for its June edition. The magazine highlights that Energy Transition as an investment opportunity within infrastructure. It is the number one theme inside infrastructure. Bruno Alves – the magazine’s senior editor states that:
“ it’s no exaggeration to call the ongoing energy transition the biggest global investment opportunity of the century. Historians will look back on this as a pivotal period, when the world weaned itself off fossil fuels and started on a sustainable energy path – though whether that will be enough to counteract the worst effects of climate change remains to be seen… What is entirely certain, is that the energy transition is, at heart, very much an infrastructure story – one anchored by renewable energy generation.”
Glennmont – as a leading European clean energy infra manager is of course featured in this issue – giving its perspective on a range of current topics. Glennmont notes that Europe offers a deep set of brownfield opportunities. Also, Glennmont is enthusiastic about offshore wind, particularly how quickly it’s weaned itself off subsidies. And, while Glennmont acknowledges there is a lot of capital out there, that money has been chasing large deals, which leaves plenty of opportunities for mid-market managers such as Glennmont.
Please find attached a link to the roundtable interview – including Joost Bergsma, Glennmont’s CEO – the feature piece in the magazine here.
