Global energy investment is entering a period of realignment. Tariffs, inflation and geopolitical tensions have disrupted financial models, while a backlash against ESG along with renewed fossil fuel demand, driven partly by AI’s power needs, are redirecting capital flows. At the same time, electricity demand continues to rise, intensifying competition between clean and conventional energy. So how can investors and banks determine where their best opportunities lie, whether in clean technologies or fossil fuels? At the BloombergNEF Summit London, Jonathan Luan, BNEF’s head of finance & investment research, moderated a panel titled “Weighing the Investment Opportunity: Conventional Versus Clean Energy.” This episode brings listeners that panel, which featured Ulrik Fugmann, Co-CIO, Environmental Strategies Group at BNPP Asset Management; Ralph Ibendahl, Managing Director, Global Head of Energy Transition for RBC Capital Markets; and Bianca Ziccarelli, Managing Director of CPPIB. To learn more about BNEF’s Summits taking place around the world and to see recordings of BNEF Talks at previous Summits, head to https://about.bnef.com/summit/.See omnystudio.com/listener for privacy information.

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