Oli Clarkson’s Post

Schroders Greencoat has launched the Global Renewables+ LTAF, offering investors access to renewables and energy transition infrastructure investments. This marks the second LTAF from Schroders, which launched the UK's first long-term asset fund in March 2023 🔗 Get the scoop on Investment Week here: http://ow.ly/W5qf105fxUN #funds #energytransition #renewableenergy #investmentweek

Southerly Ten is powered by Copenhagen Infrastructure Partners (CIP) - the world’s largest fund manager dedicated to greenfield renewable energy investments and a global leader in offshore wind. CIP invests for impact, with a goal to deploy more than $150 billion of equity to reduce global carbon emissions by 1% by 2030. CIP's investors include more than 170 prominent institutional investors and by partnering with superannuation funds worldwide, CIP is also building worker’s retirement nest eggs with investments that support the global energy transition. Southerly Ten is leading the development of offshore wind projects across Australia on behalf of CIP's flagship funds – including Australia’s most advanced offshore wind farm, Star of the South. Through CIP's global network, our team has access to over 1,850 energy specialists worldwide. We have the best minds on the job. #OffshoreWind #Australia #investors #SoutherlyTen #global #RenewableEnergy

Recurrent Energy have secured a $500 million preferred equity investment commitment from BlackRock through their Climate Infrastructure fund. Recurrent Energy is a wholly-owned subsidiary of Canadian Solar Inc. and is a global developer and owner of solar and energy storage assets. The investment will provide Recurrent Energy with additional capital to grow its high value project development pipeline while executing its strategy to transition from a pure developer to a developer plus long-term owner and operator in select markets including the U.S. and Europe. David Giordano, Global Head of Climate Infrastructure and Chief Investment Officer of Transition Capital at BlackRock, said, “We believe this partnership will help unlock the full potential of Recurrent Energy’s impressive renewable energy project development platform. Recurrent Energy is emblematic of our strategy of investing in leading renewable power generation assets and transition-enabling infrastructure, and we are pleased to make this first investment commitment from the fourth vintage of BlackRock’s Climate Infrastructure fund franchise.”  https://lnkd.in/eaZuCyyM #recurrentenergy #blackrock #odinglobal

There are many clean energy technologies that, on paper, should be a slam dunk for investors. Yet in reality, their rollout is fraught. Electric vehicles are a prime example. In Britain, battery storage has also fallen into that category. Britain’s desire for renewable energy to form the backbone of its electricity system by 2030 creates an obvious need for batteries. As such, a number of specialist investment trusts listed on the London market from 2018 onwards focus on lithium-ion battery projects. But the share prices of the two investment companies focused solely on the British battery market, Gresham House Energy Storage Fund and Harmony Energy Income Trust, have plummeted since the start of 2023. They trade at discounts of close to 50 per cent to their net asset value.

🌍 Big Moves in Renewable Energy! 🌞 Carlyle's Renewable & Sustainable Energy Fund II just hit a major milestone, topping $1bn thanks to a hefty $200m investment from the New York State Common Retirement Fund. 🚀 This fund is not just about numbers; it's a beacon of progress, targeting a total of $1.6bn to invest in renewable and sustainable energy companies and assets. From solar and wind to battery storage and electric vehicle infrastructure, Carlyle is driving forward with investments that matter for our planet. 🌱💡 With a strategy focused on impactful investments in OECD countries, this move signals a robust demand for green and sustainable energy solutions. 🌎✨ For more details, check out the full article below 🔗 :

Duncan Hale and Jack Wasserman, CFA of Schroders discuss the opportunities for private investors to access renewable energy investments. Specifically focussing on how semi-liquid funds fit the bill. https://lnkd.in/d_8HUxqM #responsibleinvestment #investment #sustainableenergy #renewableinfrastructure

Equity markets have effectively been closed to investment trusts for the last 24 months. Boards and investment managers have needed to be nimble and creative with their use of cash to protect shareholders' interests. Foresight Solar has implemented a prudent capital allocation strategy based on returning cash to investors and paying down debt. Without losing sight of the future, we've been building our 1GWp proprietary development pipeline to provide an avenue for growth and an option to deploy—and recycle—capital once markets reopen. That moment seems to be getting closer as interest rates fall and power prices stabilise. The UK government's support for renewables, along with Labour's large parliamentary majority, also seems to provide the political certainty investors are looking for. The light at the end of the tunnel is getting brighter... #InvestmentTrusts #RenewableEnergy #EquityMarkets

ENVIRIA , a German C&I decentralised energy solutions provider, has entered into a definitive agreement on an equity investment of over $200 million from BlackRock, through its Global Renewable Power IV (GRP IV) fund. ENVIRIA said the additional capital will support the expansion of its already existing portfolio of 500 C&I solar projects across Germany as part of the company’s growth plan. “We are delighted to have found such a strong partner in BlackRock, who so enthusiastically supports our vision of empowering companies to harness the potential of solar,” said Melchior Schulze Brock, Founder and Chief Executive Officer of ENVIRIA. “BlackRock brings exactly the resources we need to continue our growth – both financially and in terms of knowledge." ENVIRIA is also supported in its goal by its Series A investors Galileo Green Energy, Redalpine, Alter Equity and BNP Paribas Développement. In addition to its 500 C&I solar portfolio, ENVIRA boasts a development pipeline that includes c.2,000 C&I projects totalling more than 2.3 GW, with a plan to deploy 1.7 GW by 2029. ENVIRIA represents the second investment that BlackRock’s GRP IV has made following the fund’s investment in Recurrent Energy in January. “Our investment in ENVIRIA adds to our strong track record of staying ahead of the curve in investing into infrastructure assets that are aligned with the energy transition, an investment theme that continues to show its growth and scalability,” commented Keith Mangan, Head of EMEA for Climate Infrastructure at BlackRock. Dirk Schmitz, Country Head of BlackRock in Germany, Austria, and Eastern Europe, added: “Germany’s shift to a low-carbon economy requires significant investment in renewable power infrastructure. “We are pleased to provide our clients access to this investment in a promising macro-economic environment for climate infrastructure in Germany." J.P. Morgan SE acted as exclusive placement agent to ENVIRIA on this transaction, while White & Case LLP acted as the legal advisor. #cleanenergy

Are the winds of change blowing west and bringing opportunity to US utilities? 💨 James Lydotes, CFA, head of equity income, and Brian Blongastainer, CFA, CMT, global investment strategist, discuss potential catalysts for US utilities, including how electrification and investments in energy independence may continue to drive US electric and gas utilities. ⚡ Explore our view of the utilities market 👉 https://bit.ly/48XVF6Q #UtilitiesInvesting #InfrastructureInvesting #Infrastructure #USUtilities #Renewables

Schroders Greencoat Unveils Semi-Liquid Energy Transition Fund to Meet Growing Demand for Sustainable Investments Schroders Greencoat, the specialist renewables and energy transition infrastructure manager of Schroders Capital, has announced the launch of the Schroders Capital Semi-Liquid Energy Transition Fund. This new addition to its fund range addresses the growing demand among clients for energy transition investment solutions. The Semi-Liquid Energy Transition Fund is part of Schroders Capital’s expanding suite of semi-liquid funds aimed at enhancing clients’ access to private assets solutions and energy transition investments. Its semi-liquid structure allows Schroders Greencoat to invest in illiquid infrastructure assets with a long-term perspective, while providing flexibility and operational simplicity to investors. Leveraging Schroders Greencoat’s extensive expertise […] Read the full story here: https://lnkd.in/dRtDnEec #solarenergy #alternativeenergy #solarpv #pvsolar #photovoltaic #cleanenergy #cleantech #climatechange #middleeast #africa #india #asiapacific #asia #energytransition #europe #powergrids #renewableenergy #schrodersgreencoat