In this episode we return to the critical issues surrounding the financing of infrastructure – and specifically how private investment can be levered in to support the global ambition for green energy transition.

It is clear that the global push toward net-zero is fundamentally a challenge of capital mobilisation. While global institutional investors sit on an estimated $100 trillion in assets, less than 5% of this wealth flows into sustainable or green development. 

This must change if governments around the world are to meet their ambitions for a green energy transition. 

My guest today is Georgie Skipper, the founder of infrastructure investment consultancy Lucetia, someone who has worked on one of most ambitious clean energy project ever attempted and who has spent the last few decades wrestling with the accelerating global green energy ambition. 

Because energy transition is a huge global challenge; according to a recent report by the Australian Government, the emerging South east Asian region alone faces an estimated $3 trillion infrastructure investment gap by 2040 in meeting it’s vital clean energy targets – targets that are crucial to the economy and its decarbonisation.

And this kind of investment gap is a global issue; one that she has been highlighting at the recent Financing the Energy Transition in Southeast Asia series hosted by Bentley Systems and Lucetia Group in partnership with the Investor Group on Climate Change.

The most recent of these meetings was held during the London Climate Action Week in June and before that at last year’s COP30 meeting in Belém, Brazil.

And it is these practical solutions and investment in so-called First of a kind technologies to bridge the gap between strategic policy intent and practical, on-the-ground project bankability, that Georgie hopes to employ to solve complex green investment challenges – not least given that Lucetia was recently appointed by Singapore’s Energy Market Authority to develop the policy and investment guidelines for a new submarine power cable. 

So let’s hear more about the market, the challenges, and we can smooth and derisk the global sustainable and green energy investment challenge.

Resources

• Lucetia Group
• IEA report of Southeast Asia energy
• Transforming Infrastructure Performance summit
• Investor Group on Climate Change
• Australian Government report on SE Asian investment
• World Meteorological Organization
• Green Grids Initiative
• SunCable project
• MIT Sloane School of management