Insights, Video
As we look out across 2023, our team sets out our outlook on a range of themes and sectors including low-carbon hydrogen, renewables and energy transition, digital infrastructure and EV charging. We also cover the potential for changes to sustainable disclosure requirements in 2023.
Michael sets the scene for our 2023 Outlook and the value of infrastructure investment in the current economic environment.
Liliya explores the opportunities for low-carbon hydrogen and the four drivers shaping its growth: regulation, subsidies, the levelized cost of energy, and off-taker demand.
Isaac provides a comprehensive take on the energy transition and renewables sector. He highlights that many of the conditions experienced in 2022, such as the push for net-zero targets, the energy crisis and supply constraints, are likely to continue shaping the industry in 2023.
The requirement for new and upgraded digital infrastructure continues apace, as all aspects of our lives become increasingly digitised. Pascale explores the three key sectors of digital infrastructure: towers, fibre and data.
Liliya sets out the prospects for EV charging, as part of the push towards cleaner transport. She outlines our expectations that 2023 will be an active year for the sector and for investible opportunities within this space.
Kate covers the Sustainable Finance Disclosure Regulations and the FCA’s Sustainability Disclosure requirements and the outlook for greater clarity on sustainable disclosures in 2023.
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