In his latest interview for Euro Platinum, the first issue of Euro weekly’s premium edition, Martin Pacovský, Chief Investment Officer for the Energy Transition strategy at ARETE, shares key insights on the future of energy infrastructure investments.
According to Martin, decarbonization represents the most significant societal shift since the Industrial Revolution, unlocking tremendous investment opportunities. The EU alone plans to invest €1.3 trillion into energy infrastructure by 2030.
This transformation will reshape the energy mix and grid stability. While electricity demand continues to rise, Europe is experiencing a solar energy surplus, leading to negative electricity prices and grid instability. Wind energy offers greater stability, yet extended periods without wind remain a challenge.
As a result, we can expect a resurgence in the role of natural gas. Flexible gas-fired power plants will be critical to ensuring energy security and balancing intermittent renewables. While natural gas is not carbon-neutral, its global availability makes it a pragmatic solution for supporting Europe’s energy transition.
At ARETE, we are launching a new investment fund, ARETE Energy Transition, dedicated exclusively to energy transition – focusing on renewables, flexible generation, and energy storage solutions. We will offer investors an attractive return potential while maintaining an acceptable level of risk and liquidity.
