In this episode, Gilles Pascual, EY-Parthenon Asean Power & Utilities Leader, shares how the energy transition is evolving from a simple infrastructure build-out into a far broader transformation of Asia's energy ecosystem. The discussion also covers where investors are finding opportunities beyond renewable generation, how capital is being deployed across increasingly diverse business models, and what separates the winners from the rest in one of the region's most dynamic investment themes.
Key takeaways:
■ Think beyond renewables: The biggest opportunities in the ecosystem are around energy assets, including grids, storage, software, services and industrial decarbonization.
■ Stay flexible across Asia: Energy transition opportunities vary significantly by market, making agility and a market-specific strategy critical for investors.
■ Execution drives returns: Capital is available, but long-term success depends on operational excellence, disciplined execution and strong local partnerships.