Europe can pursue energy security and decarbonisation simultaneously - and renewables are key to unlocking both. In his IPE RA guest view, Dario Bertagna, Senior Managing Director and Co-Head of Clean Energy, explains that since the war in Ukraine, energy security has risen to equal prominence with net-zero goals, pushing policymakers to accelerate reforms like REPowerEU and national market-based grid improvements. This dual focus reinforces the strong investment case for local, reliable renewable energy infrastructure as Europe's best means to keep the lights on while cutting emissions. With rising electricity demand from digitalisation and electrification, innovations such as Power Purchase Agreements and integrated generation-plus-storage solutions are creating stable, de-risked opportunities for institutional capital. However, the "easy" phase of the energy transition is now over: complexity in permitting, market design and grid management means success requires deep technical expertise and local partnerships. Against this backdrop, renewable energy remains the most compelling long-term investment to deliver secure, clean, cash-generating assets anchored in Europe's evolving policy landscape.
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