2023年全球清洁能源经济领域基础设施投资报告

Disclaimer This presentation is for informational purposes. The information contained in this presentation does not purport to be complete. Allof the information contained herein is subject to change without notice. Each recipient of this presentation should conduct its ownindependent investigation and assessment of the contents of this presentation and make such additional enquiries as it deemsnecessary or appropriate. CleanBridge Securities LLC and its affiliate CleanBridge Advisors (UK) Ltd. (together "CleanBridge") have based this document oninformation obtained from sources it believes to be reliable, but which have not been independently verified. Except in the case offraudulent misrepresentation, CleanBridge makes no representation or warranty (express or implied) of any nature or accept anyresponsibility or liability of any kind for the accuracy or sufficiency of any information, statement, assumption, or projection in thisdocument, or for any loss or damage (whether direct, indirect, consequential, or other) arising out of reliance upon this presentation.Statements made in this presentation relating to the fund are intended as a summary and not a complete description and may besubject to change. CleanBridge is under no obligation to keep current the information contained in this document. This document is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where suchdistribution or use would be contrary to law or regulation. The information herein does not constitute an offer to sell or solicitationof an offer to make investments in designated investments in any jurisdiction. The information herein does not take into account theinvestment objectives, financial situation or needs of any person and should not form the basis of any investment decision. The returns and valuations in this presentation are preliminary and tentative only. Nothing in this presentation is, or should be reliedon as, a promise or representation as to future developments. About the research TheCleanBridgeInfrastructure Investment in the Global Clean Economyreport provides an insight into the Global InfrastructureInvestment Sector’s investment in the global clean economy. The findings of the report are based on primary and secondary researchconducted by CleanBridge and its research partner Alchemy Research and Analytics. The report provides an overview of the global infrastructure investment market focusing on global and regional trends around capitalraising, investment activity, exit markets, and available dry powder for further investment. It also explores the role of infrastructureinvestment in the global clean economy and analyses the trends in private investment in renewable energy over the years. Major infrastructure GPs who have invested in renewable energy, or the broader clean economy have been profiled in the later part of thereport. Data on the infrastructure industry has been sourced from established industry sources such as Preqin, Bain & Company,Bloomberg NEF and others. Information on Infrastructure GPs has been primarily sourced from Pitchbook and the companies’ corporatematerials. This has been supplemented by news articles and reports from industry associations, trade journals and national statisticalagencies. The report is an outcome of a collaboration between CleanBridge and its research partner Alchemy Research and Analytics and wascompleted between January and February 2023. We would like to thank the following executives for their contribution in preparing the report: CleanBridge L. Warren Pimm, Partner & Sr. Managing DirectorRob Hays, Managing DirectorPedro Obregon, Vice PresidentChaz Keiderling, Associate Alchemy Research and Analytics Contents 1.EXECUTIVE SUMMARY 2.OVERVIEW OF GLOBAL INFRASTRUCTUREMARKET 3.LEAD INFRASTRUCTURE SPONSORPROFILES 4.CleanBridge OVERVIEW Introduction Globally, infrastructure investment in the global clean economy has continued to grow at significant pace, driven by a combination ofthree factors: increasing allocations to infrastructure by large asset owners, growing policy commitments by global governments towardsnet zero emissions economies by 2050, and an increasing focus on environmental, social, and governance features by all investors. Investment in clean energy is growing at a rapid pace, including the electrification of the global transportation system, and the builtenvironment, such as the underlying technologies, supply chains, and operating companies within those sectors. Investment in cleanenergy technologies is significantly outpacing spending on fossil fuels as affordability and security concerns triggered by the global energycrisis strengthen the momentum behind more sustainable options. The purpose ofCleanBridge’sAnnual Infrastructure Investment in the Global Clean EconomyReportis to provide a high-level view ofthe demand drivers, opportunities, challenges and outlook prevalent in major mark