CEO David Crane on clean energy sector's future in Expert View

🌍 Global Clean Energy Investment Hits a Record $3.3 Trillion According to the IEA, 2025 will mark a decisive shift: two-thirds of global energy capital ($2.2T) is now flowing into clean technologies, outpacing fossil fuels at $1.1T. For investors, this signals a long-term realignment of capital markets: resilience, diversification, and strategic positioning are now shaped by the clean energy megatrend. At MYJ Capital, we help investors align with megatrends through disciplined allocation and future-facing strategies. 👉 Explore the complete insights: myjcapital.com/insights #GlobalInvesting #CleanEnergy #CapitalMarkets #EnergyInvestment #SustainableGrowth

Turbulence is not failure — it's the friction of building something enduring. Every major transition has a messy middle. Today's turbulence in renewables is not the end of the story — it's the foundation for the next chapter. Align Impact's CIO, Matthew Weatherley-White, shares his perspective on why the sector's reset is healthy, what lessons are emerging, and how Align client capital is helping steward the transition. Link in comments below ⬇️

$20 billion. That's how much Brookfield just bet on the energy transition - in the middle of a "climate tech downturn." Brookfield raised $20 billion for its second energy transition fund - 33% more than Fund I raised in 2021. Let that sink in. 2021: Zero interest rates. Frothy markets. Peak climate hype. 2025: Higher rates. Cautious LPs. "Death of ESG" narratives. And yet institutional capital is INCREASING allocations. Here's what Brookfield is backing: $5 billion already deployed into renewable power projects and developers focusing on solar, wind, and battery storage. Not speculative moonshots. Cash-flowing infrastructure. Why this matters: → The energy transition isn't a trend, it's physics In 2024, global investment in clean energy reached an all-time high of $2 trillion, double the level of fossil fuel investment. → Policy uncertainty doesn't kill fundamentals Even with Trump administration cuts to climate programmes, commercial partnerships between technology providers and buyers in the US have continued to rise. → Infrastructure beats software in climate Climate tech investments grew 15% YoY, bolstered by growing demand for power and incentives. The three sub-sectors getting serious capital: 1. Grid Infrastructure Rising protectionism is making access to domestic energy and stable infrastructure a strategic priority. Every AI data centre, EV, and heat pump needs grid capacity. 2. Energy Storage Battery storage is no longer experimental. It's critical infrastructure. 3. Critical Minerals Mega-deals in nuclear, critical minerals, and sustainable aviation fuel show growing momentum behind technologies that anchor domestic supply chains. Bottom line: Whilst VCs debate whether climate tech is "back," institutional allocators are quietly deploying billions into assets that will define the next 30 years. If you're a founder building energy infrastructure or storage solutions, this is your moment. If you're an investor still "exploring" climate, you're already late. P.S. I'm connecting family offices with grid infrastructure and energy storage opportunities across Europe. If you want access to the deal flow, let's connect. #EnergyTransition #ClimateInfrastructure #SustainableInvesting #RenewableEnergy LinkedIn Linkedin News LinkedIn News

Brookfield’s $20B raise is a powerful reminder that the energy transition isn’t just a “trend”, but an economic inevitability. Despite higher rates and the so-called “death of ESG,” institutional capital continues to flow into real, 💰 cash-generating infrastructure: 🌞 solar, 🍃 wind, 🔋 storage, and 🔧 grid modernization. At BioStar Renewables, we see this momentum every day, from corporate power buyers to municipal projects, the demand for reliable, renewable energy continues to accelerate. The fundamentals have never been stronger. #EnergyTransition #RenewableEnergy #CleanEnergy #Sustainability #Decarbonization

⚡️The U.S. energy sector is at a pivotal crossroads, and 2025 is proving it. With over $260 billion in deal value and major moves by industry leaders, energy M&A is not just booming — it's redefining the playbook for strategic investment. Rising demand for renewables, grid resilience, and critical infrastructure is fueling unprecedented transaction activity. But what's different this time? 🔌Energy security is climbing the boardroom agenda 💰 Infrastructure and private equity funds are ramping up investments 🔁 Corporate carve-outs and targeted asset swaps are unlocking new value But even good opportunities come with complexity. Geopolitical risks are reshaping long-term bets, and increased regulatory scrutiny — especially for cross-border deals — demands a nuanced approach from investors. 📈 But the upside is clear — those who invest smartly now can help shape a more resilient, secure, and sustainable energy future. Excited to be a part of this journey! #EnergySecurity #MergersAndAcquisitions #USEnergy #InfrastructureInvestment #EnergyTransition #PrivateEquity #StrategicGrowth #CleanEnergyDeals #EnergyM&A

“Government and industry must work together to position the UK as a home for global investment.” That’s what our Chairman, Steve Scrimshaw CBE, told the audience at this year's Energy UK Annual Conference. The event brought together leaders from across the sector to discuss how we can deliver the energy infrastructure the UK will rely on in the years to come. Steve took part in the conversation, sharing thoughts on how to build investor confidence, remove barriers to delivery, and scale the technologies that will make the system more reliable and efficient. One message came through clearly: delivering the infrastructure the UK needs depends on stable conditions and close collaboration between government and industry. With that in place, we can unlock investment and get projects moving at the pace required. At Windward, that’s exactly what we’re focused on. Through our work in generation, grid infrastructure, and long-duration storage, we’re helping to build a stronger, more resilient energy system for the future.

The global energy transition is not measured in single projects, but in scale. The challenge is how to mobilize capital at a level that materially reduces emissions while still delivering stable, predictable credit outcomes. By 2035, our goal is to add 10 gigawatts of new, renewable capacity that could power 8–10 million homes. Reaching that milestone requires long-dated financing structures that provide investors with clarity on yield and provide operators with certainty on capital. The question is not whether demand for clean energy exists; it is how the financing architecture evolves to sustain deployment at scale. First tranches of capital are beginning to define the model: structured, asset-backed issuance tied to contracted power purchase agreements. The U.S. clean energy transition may increasingly be defined by long-term contracts that combine climate impact with durable credit characteristics, making them available to investors worldwide. The stability lies not in government paper, but in essential infrastructure that must perform for decades. #ParkStreetGlobal #FixedIncome #CrossBorderCapital #RealEstateFinance #InstitutionalInvesting #PrivateCredit #StructuredFinance #TaxExemptYield #GlobalCapital #YieldWithoutBorders #RWA

Confident investment is the key to accelerating the clean energy transition. But how do you build that confidence? In his latest Thought Leadership article, Sagar Shiwakoti explains that technical due diligence, applied consistently from feasibility all the way through to operations, helps: 🔹Assess and manage project risks 🔹Avoid unexpected costs 🔹Evaluate potential and actual performance It’s the bedrock for confidence – and the key for driving the energy transition forward at the scale and pace our environment and communities urgently need. Sagar Shiwakoti explains: https://lnkd.in/gA8XPq-C #TechnicalDueDiligence #RenewableEnergy #EnergyFinance #ProjectRisk

Is Australia's $120B Clean Energy Dream About to Crumble? Alvarez & Marsal report reveals that Australia's push for 82% renewables by 2030 and net-zero by 2050 is at a critical crossroads, with coal plants retiring by 2035. Despite record AUD 12.7B investments in 2024, the report unveils massive hurdles: regulatory complexity, infrastructure bottlenecks, and rising insolvencies threatening the transition. As these issues unfold, having timely access to expert insights becomes crucial for investors, policymakers, and companies navigating the transition. At ENC - The Expert Network Platform we help decision-makers stay ahead of such turning points by connecting you to the most trusted expert networks, helping you quickly reach specialists in energy, finance, and policy who can provide the clarity needed to make informed decisions. #CleanEnergy #RenewableFuture #SustainabilityChallenges #InvestmentInsights #EnergyTransition #PolicyImpact #ExpertAdvice #InfrastructureInnovation #NetZeroGoals

Part II → 🌍The Investable Universe - Building Transition-Resilient Portfolios ⚡ Capital isn’t scarce. $2.1T was deployed in 2024… but we need $4.2T every year by 2030. The real gap? Bankable projects with credible risk–return. Where value really lies : 🛡️ Regulated grids → defensive, inflation-linked 🔗 Contracted renewables → bond-like PPAs 🔋 Storage → flexibility premium 🧪 Hydrogen → high-risk, high-reward frontier ⚙️ EV charging & electrification → unit economics matter Why it matters: This is the decade of execution. Transition infrastructure offers defensive growth → regulated returns, inflation protection, policy-backed expansion. Without it, we risk stranded assets; with it, we unlock resilience and compounding growth. 🌍🚀 👉 Transition infrastructure is the connective tissue — without grids, storage, and execution, we risk stranded assets. With it, we unlock resilience + compounding growth. Full analysis available below ↓ Missed Part I? Catch it here → https://lnkd.in/eN5vknAJ 🤝 Connect with me - Follow me on LinkedIn https://lnkd.in/ehj5MtsU #EnergyTransition #ClimateFinance #Infrastructure #Investing #NetZero