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Energy Transition | Infrastructure and Commodities | Strategy | Board Advisor

The energy transition requires $5.7 trillion in annual investments by 2030 (IRENA), creating unprecedented opportunities across real assets. By example, a few recent announcements of change across the value chain: • 🏆 Blue Dot Network/ FAST-Infra Label: Global quality infrastructure certification • 💹 Mission Possible Partnership / Green Market Maker (GMM): Bridging the "green premium" gap, financing change in hard-to-abate sectors • ⚡ National Grid & Iberdrola: $200bn investment in decarbonizing electricity networks • 💼 Nuveen Infrastructure: £1.1bn SRT (significant risk transfer) investment in energy transition projects • ⛏️ Mining 2030 Investor Commission: Sustainability in extractive industries • 🔋 Rio Tinto's Arcadium Lithium acquisition: Securing critical mineral supply chains Investor considerations across the value chain: 🔄 Systemic Transformation: Reimagining entire systems for sustainability and equity 🌐 Diverse Opportunities: Spanning energy grids, digital, transportation, and social infrastructure 💰 Capital Deployment: $12 trillion potential annual revenue across 11 high-potential sectors by 2030 (McKinsey & Company) 🏢 Real Estate's Role: $1 trillion market cap of REITs driving grid-interactive buildings (DWS Group) 🔬 Critical Minerals: $2.1 trillion investment need and 4-5x demand increase by 2050 (BNEF) 💡 Innovative Financing: Blended finance and new mechanisms like SRTs and GMM 🛡️ Risk Management: Mitigating geopolitical, supply chain, and critical materials risks 🤝 Collaboration: Cooperation between policymakers, investors, and communities The energy transition demands a complete reimagining of our infrastructure for a more resilient, equitable future. …and this is before discussing how to manage demand and the financial impact on and opportunities from nature.🌳🌊 ( more to come I am sure from COP16 in Colombia !) Mission Possible Partnership Green Market Makers: https://lnkd.in/ezUMFWxu DWS: https://lnkd.in/eH4wA6AH Mining2030 Investors report: https://lnkd.in/eWfQDDi3 #InfrastructureInvestment #EnergyTransition #SustainableFinance

The great green business rethink is finally happening

The great green business rethink is finally happening

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