Middle East Looks to Europe for Renewables

The video discusses the low yield curves in Europe and the flow of investment from the Middle East into European renewables. It highlights the benefits of investing in operational assets with stable cash flows and government-backed offtake agreements, likening them to quasi-bonds. The discussion includes a specific investment in France, involving GCC investors, and contrasts opportunities in Europe with those in the MENA region. The video also explores global investment opportunities, noting strong competition from pension funds and other large investors.

What is a key advantage of investing in operational assets in Europe?

• High construction risk

• Stable cash flows with government-backed agreements

• Unpredictable market conditions

• Short-term investment returns

What percentage of the portfolio in France was acquired in the discussed deal?

• 100%

• 49%

• 75%

• 25%

Which region is seeing a significant flow of investment into European renewable assets?

• Australia

• GCC

• Asia

• North America

What type of opportunities are more prevalent in countries like Egypt?

• High-yield bonds

• Operational assets with existing yield

• Greenfield opportunities

• Short-term trading

Which global funds are typically interested in renewable investment opportunities?

• Australian superannuation funds

• Middle Eastern family offices

• Canadian pension funds

• African development banks