The world is undergoing a deep structural shift in how it powers industry, homes and transportation. Although this shift is vast — crossing both different types of energy and different parts of the supply chain — the main thrust is the shift from coal and nuclear energy to cleaner sources, notably natural gas and renewables. At the same time, the proliferation of electronics, including electric cars, is resulting in steady power demand growth even as economic and population growth decelerate.

The global energy and power transition: Technological innovation, demographics, new government policies, and the rise of sustainability and environmental concerns are driving a profound shift in both sectors. As the energy and power sectors depend heavily on infrastructure development, the ongoing transformation points to opportunity for infrastructure investors ahead.

While the opportunity is vast, infrastructure investors should focus on four main aspects of