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Infrastructure

The new energy equation

Don Dimitrievich
Senior Managing Director, Portfolio Manager, Energy Infrastructure Credit, Nuveen
Electrical grid

The energy and infrastructure sector is undergoing one of the most consequential transformations in its history, and the signals for investors are both promising and complex. Renewables are growing fast, yet natural gas remains critical to the global energy equation — and the path forward requires advancing both in tandem. Commercial and industrial solar's strong growth fundamentals are racing against federal tax credit deadlines and persistent grid development bottlenecks, creating a need for flexible financing. And the Iran conflict has exposed a historic fracture in OPEC, raising a question that goes well beyond the near-term supply shock: what does the oil market look like once the Strait of Hormuz reopens? Read our latest Energy Infrastructure Credit white paper to learn more.

Download the full PDF

Related insights

Infrastructure The architecture behind renewable energy
The renewable energy transition is accelerating at extraordinary pace. As global deployment scales, a new dimension of leadership has emerged: ensuring the integrity, resilience and responsibility of the supply chains that enable it.
Real assets Unlocking value in battery storage
Energy storage is now integral to the evolution of modern grid infrastructure, its rapid rise driven by the transition to renewables and increasing electrification. Batteries are central to clean energy transitions, underpinning COP28 goals to triple renewable capacity by 2030, double energy efficiency improvements, and accelerate the shift away from fossil fuels. Read our latest white paper on the growing role of energy storage in grid infrastructure today.
Infrastructure Webinar: Sustainable Infrastructure for the Digital Age
As data centres become the backbone of our digital economy, their energy consumption and environmental impact have come under increasing scrutiny. This webinar examines how the industry is responding - from investment strategies to technical solutions and operational implementation.

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