Preqin’s Post

Excellent Q&A on energy transition

Infrastructure funds are key to the global energy transition, opening doors to new opportunities in hydrogen, transportation, and carbon capture. Niall Mills from Igneo Infrastructure Partners discusses how infrastructure investments can drive value in a changing energy landscape. Read more: https://okt.to/aPDftj #Infrastructure #EnergyTransition #RenewableEnergy

Infrastructure managers are increasingly favouring opportunities in Europe according to recent data. The share of assets under management (AUM) allocated to Europe-focused funds grew from 31% in 2015 to 37% in 2023; according to Reach Capital's recent study, this growth will continue with an expected share of 45% by 2025, potentially exceeding the total value of funds centred on North America. Revised regulatory frameworks are enhancing Europe’s appeal to infrastructure managers. Renewable energy accounts for 23% of the region's energy production, as noted in a European Union paper published last year. The updated Renewable Energy Directive, adopted in 2023, has increased the EU’s binding renewable energy target for 2030 from 32% to 42.5%. Renewables continue to remain a staple so far this year, accounting for 26.1% of capital raised in core funds and 18.8% of the sector focus in value-add funds in Q1-Q3 2024. https://lnkd.in/eXUyF5ga

Operating assets in ERCOT? Check out our blog to make sure you're leveraging critical datasets.

"We started to get some clarity about data center opportunities and the numbers are staggering," said Timothy Winter, portfolio manager at Gabelli Funds, in this Reuters article by Seher D. and Vallari Srivastava. Read more below on how US utilities are poised to ride the data center demand wave in the second half. #Gabelli #Reuters #Utilities #Stocks #Investing

Load growth for data centers has special characteristics: this is price-insensitive, credit-enhanced "firm" demand - different from traditional consumer and industrial load. Great to see Karbone research insights from our active trades in this transformative investment wave featured.

How to anticipate maintenance problems with predictive analytics

Bryony Theaker and I had a great discussion with Georgina Barnard at Mergermarket about M&A trends and dealmaking in the energy sector. The desire to invest in the energy transition remains resilient. Recent M&A activity and pipeline reflect this. You can find the article below. EMEA energy dealmaking powers up as capital influx from transition funds drives pipeline - Trendspotter https://lnkd.in/exKK82Pw #energytransition #energy #cliffordchance

Excited to see CNBC shining a light on the role private capital is playing in advancing clean technology. In the segment, Mike Collier shared his perspective on how investment in renewables and sustainable technologies is shaping the future. Check out the segment!

A true data management story🎯 As the energy industry faces increasing scrutiny, the need for proper well abandonment management has never been more critical. Message me to learn more. https://hubs.ly/Q02HRbKy0 #DataManagement #WellAbandonment #WellRemediation #OttoTasks