Summary

• At the policy level, governments are doubling down on efforts to reduce dependence on energy imports and boost domestic renewable power development.
• The European Commission says it will need an estimated €660 billion in annual investment through 2030 and another €695 billion per year over the subsequent decade to meet its decarbonization targets.
• Financing the renewable energy space can be complicated, making underwriting expertise critically important.
• We expect geopolitical instability and more frequent energy shocks to speed up sovereign and private capital investment into renewable energy and storage capacity across Europe—even after current hostilities fade.

By Jonathan Hunt

Private credit is becoming the engine driving Europe’s energy transition.

We are living in an era of rising electricity demand. The electrification of vehicles and buildings, the construction of AI data centers and

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