The historic $369 billion Inflation Reduction Act (IRA), hailed “the largest investment in clean energy in American history,” is delivering on its promises and changing the renewable investment landscape. The IRA, which celebrated its one-year anniversary on Aug. 16, already has spurred more than $270 billion in capital investment for utility-scale clean energy projects and manufacturing facilities (the equivalent of eight years’ worth of investments), according to the American Clean Power Association. This is just the beginning.
It’s an opportune time for infrastructure investors. Those who employ a listed infrastructure strategy, in particular, stand to benefit from much of the capital being provided through the IRA. Listed infrastructure companies invest in assets that provide essential services to society, such as regulated utilities, energy transportation networks, communications and transportation infrastructure