Energy transition investment trends: where’s the money flowing?

For years, the communicative has been each astir the unstoppable cleanable vigor expansion, but caller argumentation reversals, geopolitical shifts and proviso concatenation bottlenecks person made the inclination not truthful straightforward anymore.

In this episode, we look nether the hood of the planetary vigor modulation and representation retired wherever the wealth is really flowing. We reappraisal wide concern trends, interruption down the representation for antithetic technologies, and look implicit the skyline to spot however the concern scenery volition displacement for the backmost fractional of this decade.

Joining america to unpack the information is Alex Phillips, GlobalData vigor modulation expert and writer of GlobalData's 2026 Energy Transition Investment Trends report.

https://open.spotify.com/episode/56Xsu4N1WvZMb9LBUmi5Xk

Overview: vigor modulation concern trends

Despite a tougher macro environment, Phillips says "the connection that champion captures vigor modulation concern implicit the past twelvemonth is resilience". Clean vigor concern is holding up, driven by electrification, vigor information concerns and request maturation coming from AI and information centres.

"While the gait of maturation is moderating from the accelerated acceleration seen earlier successful the decade, concern continues to grow crossed some established and emerging technologies."

But helium besides flags a counterintuitive twist: immoderate of the aforesaid drivers for cleanable vigor are reviving ember investment, noting: "This is impervious that vigor information doesn't automatically mean clean."

He adds that determination has besides been important concern flows going into supporting infrastructure for the transition, including vigor retention and grids. But "capital committedness doesn't warrant delivery, with proviso concatenation bottlenecks and permitting delays presenting important risks," helium caveats.

Generation technologies: wherever superior is being distributed crossed the modulation

Phillips breaks down concern trends crossed antithetic powerfulness procreation technologies, the header being that renewables proceed to predominate caller powerfulness investment, portion atomic is drafting renewed attraction arsenic request grows for low-carbon steadfast generation.

Solar remains the biggest magnet for capital, but maturation is uneven and progressively exposed to proviso concatenation attraction and argumentation shifts – factors that are expected to dilatory concern aboriginal this decade.

Nuclear is resurging, with concern projected to emergence sharply by 2030 and the centre of gravity moving from the Asia-Pacific (APAC) portion toward Europe and the US successful the precocious 2020s. Small modular reactors look arsenic a cardinal catalyst arsenic information centres look for reliable and cleanable baseload power.