EVs, Digital Infrastructure, and the Energy Transition
What will our world look like in decades to come? We can imagine cities of electric vehicles, powered by clean energy, and an increasing reliance on digital infrastructure. As infrastructure becomes more sustainable, these transitions will present many opportunities for investors.
Moving to electric vehicles (EVs) as a replacement for fossil fuel powered vehicles may be a crucial step in decarbonisation efforts, in turn providing investment opportunities.
As the committed investments in battery and EV tech by the top ten carmakers total $571 billion, the authors suggest enabling technologies as an investment opportunity.
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The data centres and cellular towers that digital technologies rely on may have an important role in the sustainable transition. Investing in related REITs could prove fruitful.
This paper explores the digital divide – the unequal access to digital infrastructure – and the opportunities in delivering the UN's SDGs and empowering the net zero transition.
We rely on natural capital – air, land, water, and earth's biodiversity. To invest in the sector may provide both sustainability and financial return benefits.
The Chief Heat Officer for Athens, Greece, on how cities are tackling heat stress, encouraging heat adaptation, and preparing for future extreme heat events. Transcript available.
The energy transition will have significant impact on existing networks and infrastructure, and is likely to lead to the development of new infrastructures to support clean energy.
Join Macquarie AM experts who will discuss the investment requirements and opportunities for decarbonising electricity generation and the infrastructure for its distribution.