03 Mar 2023
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Clean energy
A good vintage for infrastructure credit
Nuveen Infrastructure's Scott Lawrence and Claudio Vescovo recently discussed their investment focus on battery storage, wind and solar in Europe, and why 2023 will be a compelling vintage for infrastructure credit.
Key themes discussed include
- The current geopolitical backdrop for clean energy in Europe
- The opportunity set for battery storage, hydroelectric and geothermal
- How the drastic reduction in the cost curve in the past years for solar has made it one of the most viable forms of clean energy
- Why renewables will be the most resilient near-term solution to meet net-zero carbon goals
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