The need for energy security and decarbonization is at the center of the need to transform the European economy into a sustainable, digitized and crucially resilient market. Europe has led the way in the rollout of key renewables technologies, and there is now significant scope for the region to again take global leadership across other alternative energy sources and fuels. This presents significant opportunities for investors in most major asset classes, and our report focuses on the opportunity for infrastructure investors.

The energy transition is the most active area of the global infrastructure market. Private market infrastructure transactions across the power, renewables and energy sectors totaled more than €600 billion ($641 billion) in 2022 and represented 67 percent of total transaction volume, according to Infralogic’s data from September. Despite a tremendous amount of activity already, the global transition to alternative energy sources, we believe, will rema