The Outlook for Renewable Energy Capital Allocation
Time: 09:50 - 10:30
Date: Day One of 2024 Solar Finance and Investment Europe Summit
Synopsis
According to BloombergNEF, Europe’s transition to clean energy will require $5.7 trillion in investment and financing with $3.8 trillion in investment for wind and solar projects. The European Investment Bank estimates to reach Net Zero by 2050, this would require current annual investments in clean energy to triple. We start the summit with an outlook of capital allocation and investment appetite for renewables.
- In the current environment, how attractive is renewable energy investing?
- How is the balancing of portfolios evolving? In the current capital market, how competitive is infrastructure in comparison to private credit, private equity, bond and stocks?
- How are pressured returns, inflation and rising cost of capital impacting the prospect of renewable energy investment and financing?
- To what extent are returns, climate pressures and ESG a driving factor in capital allocation decisions?
- How far down the value chain do investors need to go to capture optimal risk-adjusted returns?
- What do fund managers want to see downstream to build greater confidence in solar investment?
Moderator
Charles Lesser UK CEO, Head of Transaction Advisory - Apricum
Speakers
Tim Day Investment Fund Manager - Trina Solar
Dr. René Cotting Group CFO - Smartenergy
Pawel Okoński Director at JLL Energy and Infrastructure Advisory - JLL
Anthony Doherty Chief Investment Officer - NTR plc
Bianca Ziccarelli Managing Director - Sustainable Energies Europe - CPP Investments
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