{"id":21970,"date":"2026-02-24T10:49:43","date_gmt":"2026-02-24T10:49:43","guid":{"rendered":"https:\/\/assetphysics.com\/?p=21970"},"modified":"2026-02-24T10:49:43","modified_gmt":"2026-02-24T10:49:43","slug":"europes-clean-power-transition-an-opportunity-among-the-challenges","status":"publish","type":"post","link":"https:\/\/assetphysics.com\/de\/europes-clean-power-transition-an-opportunity-among-the-challenges\/","title":{"rendered":"Europe\u2019s clean power transition \u2013 an opportunity among the challenges"},"content":{"rendered":"\n\n\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2>It\u2019s no secret that Europe has ambitious carbon reduction plans. Such an initiative \u2013 and the scale of investment required to achieve it \u2013 represents an enormous challenge but also, in our view, a potentially substantial opportunity for private markets investors.<\/h2>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n\n\n\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h3>By L&#038;G\u2019s Asset Management business &#038; Miriam Uebel<\/h3>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"article-page__container lg-container\">\n<div class=\"lg-row\">\n<div class=\"lg-col-lg-offset-2 lg-col-lg-8 lg-col-md-offset-1 lg-col-md-10 lg-col-sm-12\">\n<div class=\"article-page__rich-text wysiwyg\">\n<p>Europe\u2019s regulatory backdrop has been consistently supportive of a low-carbon energy transition. This is, at least in part, driven by a greater desire for energy security in addition to achieving emissions reduction. The scale of the investment required to meet targets, however, means that private capital will need to play a role. This type of investment is not just welcome; it\u2019s essential.<\/p>\n<p>Our recent paper, authored in partnership with NTR, looked at the potential investment opportunity Europe\u2019s clean power transition presents.<\/p>\n<p><strong>Our key takeaways:<\/strong><\/p>\n<ul>\n<li>\u00a0There is a pressing need to support Europe\u2019s ambitious emission reduction targets, particularly given the increasing demand for electrification.<\/li>\n<li>The continent has provided a continually supportive regulatory backdrop for clean power, something that looks set to continue as concerns about energy security persist.<\/li>\n<li>To support the greater role electrification will likely play in Europe\u2019s energy transition, modern infrastructure will need to be developed with existing facilities upgraded.<\/li>\n<li>We believe, with careful asset selection, energy infrastructure may have the potential to offer attractive risk-adjusted returns coupled with possible environmental benefits.<\/li>\n<\/ul>\n<p>You can read the full paper\u00a0<a href=\"https:\/\/blog.landg.com\/asset\/491a92\/globalassets\/lgim\/_document-library\/cro_thought-leadership_jan26.pdf\" target=\"_blank\" rel=\"noopener\">here<\/a>.<\/p>\n<p><em><strong>Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecast will come to pass.\u00a0<\/strong><\/em><\/p>\n<\/div>\n<p><strong>Disclaimer:<\/strong>\u00a0Views in this blog do not promote, and are not directly connected to any L&amp;G product or service. Views are from a range of L&amp;G investment professionals, may be specific to an author\u2019s particular investment region or desk, and do not necessarily reflect the views of L&amp;G. For investment professionals only.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"article-page__main-content article-page__main-content--narrow lg-container\">\n<div class=\"lg-row\">\n<div class=\"lg-col-lg-offset-2 lg-col-lg-8 lg-col-md-offset-1 lg-col-md-10 lg-col-sm-12\"><\/div>\n<\/div>\n<\/div>\n<div class=\"article-page__main-content article-page__main-content--narrow lg-container\">\n<div class=\"lg-row\">\n<div class=\"lg-col-lg-offset-2 lg-col-lg-8 lg-col-md-offset-1 lg-col-md-10 lg-col-sm-12\"><\/div>\n<\/div>\n<\/div>\n<div class=\"article-page__main-content article-page__main-content--narrow lg-container\">\n<div class=\"lg-row\">\n<div class=\"lg-col-lg-offset-2 lg-col-lg-8 lg-col-md-offset-1 lg-col-md-10 lg-col-sm-12\"><\/div>\n<\/div>\n<\/div>\n<div class=\"article-page__main-content article-page__main-content--narrow lg-container\">\n<div class=\"lg-row\">\n<div class=\"lg-col-lg-offset-2 lg-col-lg-8 lg-col-md-offset-1 lg-col-md-10 lg-col-sm-12\"><\/div>\n<\/div>\n<\/div>\n<div class=\"article-page__author-list\">\n<div class=\"author-list lg-container\">\n<div class=\"author-list__grid lg-row\"><\/div>\n<\/div>\n<\/div>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"snk-btn-link\" href=\"https:\/\/blog.landg.com\/categories\/responsible-investing-and-long-term-themes\/europes-clean-power-transition--an-opportunity-among-the-challenges\/\" target=\"_blank\" rel=\"noopener\"><span>Link zum L&amp;G Blog<\/span><\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n","protected":false},"excerpt":{"rendered":"<p>It\u2019s no secret that Europe has ambitious carbon reduction plans. Such an initiative \u2013 and the scale of investment required to achieve it \u2013 represents an enormous challenge but also, in our view, a potentially substantial opportunity for private markets investors.<\/p>\n","protected":false},"author":100,"featured_media":21971,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_co_authors":[],"footnotes":""},"categories":[],"tags":[461,224],"type_content":[18,35],"class_list":["post-21970","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","tag-energy-transition-de","tag-private-markets","type_content-article","type_content-comment"],"acf":{"homepage_featured_article":false},"_links":{"self":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/21970","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/users\/100"}],"replies":[{"embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/comments?post=21970"}],"version-history":[{"count":4,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/21970\/revisions"}],"predecessor-version":[{"id":21977,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/21970\/revisions\/21977"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/media\/21971"}],"wp:attachment":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/media?parent=21970"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/categories?post=21970"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/tags?post=21970"},{"taxonomy":"type_content","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/type_content?post=21970"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}