As artificial intelligence accelerates demand for energy, infrastructure and digital capacity, investors are increasingly viewing climate resilience and energy security as integral to capturing the next generation of sustainable growth opportunities.
A combination of government support, hyperscaler demand and a growing willingness among investors to share risk is transforming nuclear into an investable infra opportunity.
As climate investing shifts into a more fragmented global landscape, resilience, energy security, and structural transition risks are redefining how long-term capital is deployed.
Geopolitics and energy security now replace climate targets as primary drivers of global decarbonisation investments, say Temasek and asset manager Amundi.
Despite abundant capital, Asia’s energy transition is facing an execution crunch driven by a severe lack of bankable projects and modern grid infrastructure.