SUSI Partners’ Co-CEOs discuss impacts of the energy crisisSUSI Partners' Co-CEOs Marius Dorfmeister and Marco van Daele sat down with The Market's Giorgio Müller to discuss the impacts of the energy crisis on investors active in the sustainable energy infrastructure space.
SUSI Partners’ Richard Braakenburg on The Climate Transition PodcastSUSI Partners' Head Equity Investments Richard Braakenburg recently joined DLA Piper's The Climate Transition Podcast to discuss the financing of energy storage assets.
GHG emissions reporting can act as a catalyst in driving more capital towards a net-zero emissions economy.
Hydrogen-based technologies can offer sustainable solutions in areas where direct electrification reaches its limits.
Electric vehicles are gaining in popularity. However, a successful transition to electric vehicles requires an adequate network of charging stations to be installed.
Blockchain technology can generate new and promising solutions to the current challenges facing the electricity and energy market with the potential to disrupt the renewable energy landscape.
The deployment of offshore wind technology can offer some key advantages and has been experiencing rapid growth over the last 25 years due to steeply declining production costs.
Energy storage is the antidote to short-term intermittency arising from increasing renewable energy penetration and therefore a key enabler of clean energy utilisation.
Greenhouse gas reporting on the path to net zero
Greenhouse gas emissions reporting can support financial institutions in assessing the impact of their investments on the climate and can therefore act as a catalyst in driving more capital towards a net-zero emissions economy. However, at the time of publication, there is no broad consensus on how these emissions, including avoided emissions, should be reported.
This opinion paper dissects the various concepts developed in this field and aims to make a contribution towards the development of a widely accepted reporting standard.
Opinion paper (digital) | 16 pages |Available in English upon request
Hydrogen energy infrastructure whitepaper
In recent years, efforts to reach global climate targets have primarily focused on an extensive buildout of renewable energy generation capacity, vast improvements in energy efficiency, and the cost-effective electrification of various energy-consuming sectors. However, as the 2030 checkpoint approaches, increasing consideration is given to areas where direct electrification reaches its limits. This concerns the so-called “hard-to-abate” sectors such as industrial processes, heavy-duty transport and the provision of heating and power for buildings. The use of hydrogen as an energy carrier can offer solutions in all these areas.
This whitepaper provides a comprehensive overview of an emerging energy transition sector, evaluates key markets as well as overall funding needs, and assesses potential for investments in selected hydrogen infrastructure opportunities expected to emerge in the coming years.
Study (digital) | 61 pages (full version) | Available to qualified investors in English (full and short version) and German (short version) upon request.
EV Charging Infrastructure Whitepaper
Since the transport sector is directly responsible for roughly one quarter of global CO2 emissions, decarbonising mobility is key to reaching the ambitious goals of the Paris Agreement. In this context, an important element will be the electrification of the road transportation fleet. Electric vehicles (EVs) have a lower impact in terms of CO2 emissions and local air pollution. However, electrifying this segment requires a transformation of the road transportation infrastructure. Large amounts of competitively priced battery capacities are required – and a network of charging stations ought to be installed – to meet the demand for charging EVs.
This whitepaper identifies revenue models for EV charging infrastructure that may underpin clean energy infrastructure investments.
Study (hardcover / digital) | 46 pages | Available to qualified investors in English and German upon request.
Blockchain technology enables new approaches for solutions to the current challenges of the electricity and energy markets. SUSI Partners, in cooperation with the Center for Innovative Finance of the University of Basel, illustrates the versatile potential of blockchain technology in the context of the sustainable energy transition. Investors should study this topic, as the blockchain represents a key technology similar to the internet and will replace or at least alter existing business models in the energy industry.
This study provides an overview of the applications of blockchain technology in the field of renewable energies.
Study (print / digital) | 54 pages | Available to qualified investors in English and German upon request.
Offshore Wind Whitepaper
Offshore wind is one of the fastest-growing renewable energy markets globally. Against the backdrop of steeply declining production costs and fast technological development, SUSI Partners has authored a comprehensive Offshore Wind market study in collaboration with Cambridge University.
This whitepaper delivers insight into the most attractive markets as well as notable regulatory and technological developments in the sector and derives attractive investment strategies for institutional investors.
Study (print / digital) | 76 pages | Available to qualified investors in English and German upon request.
Energy Storage Whitepaper
Energy storage is the key component to successfully enabling the clean energy transition. SUSI Partners, conscious of the opportunities and challenges in the sector, teamed up with the Swiss Federal Institute of Technology (ETH Zurich) and the Swiss Ministry of Energy (BFE) to author a study identifying the key technologies and most attractive business models for energy storage.
This whitepaper delivers comprehensive insight into the promising investment market of energy storage infrastructure for institutional investors.
Study (print / digital) | 92 pages | Available to qualified investors in English and German upon request.