The momentum to digitalise and decarbonise means sustainability should be a major consideration for private capital investors.
Digital infrastructure as a general asset class is where two megatrends reshaping the global economy – digitalisation and decarbonisation – both come together, presenting some tensions but also opportunities to amplify the effects of each other. Data centres…
The post below was first published on our Policy Matters notes blog:
The government proposals would mark the biggest expansion of nuclear power in 70 years as energy security concerns grow and net zero targets loom. Success requires a step change in government delivery.
The UK’s new Civil Nuclear Roadmap to 2050 offers the tantalising…
Further to our last update on the establishment of the National Reconstruction Fund (NRF) in Australia, the National Reconstruction Fund Corporation (Investment Mandate) Direction 2023 (Investment Mandate) has now been released.
What is the purpose of the Investment Mandate?
The purpose of the Investment Mandate is to give the National Reconstruction Fund Corporation (the Corporation) directions…
Batteries are essential for powering low-carbon technologies, facilitating the shift from internal-combustion-engine (ICE) vehicles to electric vehicles (EVs) and enabling storage of renewable energy. It comes as no surprise then that the energy transition is causing the global demand for batteries to grow at an unprecedented rate, with a projected 14-fold increase between now and…
Introduction
The transition to cleaner technologies such as solar and wind power, battery storage and electric vehicles has prompted a global surge in forecast demand for critical minerals over the coming years.
The need to increase exploration, extraction and recycling of critical minerals is mostly understood. However, questions of the security of the wider critical…
We are delighted to announce the publication of the latest edition of the Public-Private Partnership Law Review which explores recent developments and current issues affecting public private partnerships across 15 jurisdictions. This edition was edited by Matthew Job and Tom Marshall and has contributions from leading law firms across the world who specialise in public…
In the first part of our new series, we explore the importance of smart meters in the drive to net-zero
Introduction to our Financing the Energy Transition series
Energy resilience is in the spotlight as the war in Ukraine has forced the UK to focus on security of supply while experiencing record-breaking gas prices and…
The post below was first published on our Energy notes blog:
Background
In the Autumn Statement, the government announced that it would introduce a tax on the extraordinary returns of electricity generators and published a technical note (here). HM Treasury has now published further details regarding the operation of the Electricity Generator Levy,…
This short note flags some potential implications for energy and infra operators and investors and then links to a longer note for those who wish to find out more. Both include examples of some of the unexpected impacts – in terms of the entities, individuals and activities that are caught in its crosshairs.
The proposed…
