Energy Transition Infrastructure (ETI) is a growing, diverse, and ever-evolving universe. Beyond traditional renewable energy, there are increasingly attractive investment opportunities in energy storage, low carbon mobility, energy efficiency, hydrogen, and its derivatives. These infrastructures will serve as the backbone of our future energy production and consumption and are supported by strong tailwinds including the energy transition mega-trend, the pressing need for energy independence, competitive economics, and supportive regulatory environment.
However, this universe is also becoming increasingly complex, making specialized expertise even more critical to seize opportunities while carefully navigating risks.
Mirova’s mid-market positioning, combined with a sector focus at GP1 level is a powerful combination to capitalize on the energy transition theme in private markets in Europe and generate alpha.
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