Energy Infrastructure

We deliver premier energy infrastructure businesses through strategically balanced investments in energy transition and flexible generation. The Energy Infrastructure strategy is tailored for institutional-grade investors, providing long-term value, enhancing Europe’s energy resilience, and aligning with broader decarbonisation goals. Our senior-level team, with over 20 years of industry experience, has established strong relationships, enabling us to generate unique deal flow and high-quality investment opportunities.

With a track record of over 10 years, our robust risk management processes, and rigorous due diligence aim to achieve stable returns, even in a volatile market environment.

Why Invest with ARETE?

RENEWABLE ENERGY

We strategically invest in solar and wind projects that are either ready for construction or operational. These investments capitalize on the rapid maturity and scalability of these technologies, delivering immediate impact.

FLEXIBLE GENERATION

Our strategy prioritizes flexible generation solutions, acknowledging the market volatility and intermittency inherent in renewable sources. Investments in gas and hydrogen power, which can rapidly adjust to fluctuations in energy demand and supply, are critical for ensuring a stable and reliable energy grid.

CAPITALIZING ON MARKET VOLATILITY

Our investment approach is designed to leverage price volatility through flexible dispatch and smart energy trading. During periods of high solar output, energy prices can decrease significantly. Timely decisions need to be made on production adjustments to optimize revenue during peak demand periods.

PRAGMATIC VIEW ON ENERGY STORAGE

Advanced battery systems and emerging hydrogen technologies are integral components of our strategy. Recent market developments show improvements in battery costs amidst uncertainty in electricity prices and balancing market revenues. Batteries play a crucial role in mitigating the intermittency of renewable generation.

SMART OPERATIONS TECHNOLOGY

Arete invests in smart dispatching and operational platforms utilizing sophisticated market models. These platforms optimize power purchase agreements (PPAs) and exploit market opportunities, stabilizing and enhancing income.

COMPREHENSIVE INVESTMENT PORTFOLIO

Exceeding 500 MW in installed capacity in our pipeline, Arete prioritizes operational and ready-to-build projects, focusing on strategic asset and geographic diversification.

100 MW CCGT

in the Czech Republic

69 MW

operating onshore wind in Germany

46 MW

Operating PV in the UK

20 MW PV

in operations in Poland

60 MW

Battery storage in Spain

100 MW

Solar PV with 15 years PPA in Spain

Responsible Investing

Every investment is vetted through rigorous ESG criteria, aligning with global sustainability goals and EU regulations. This ensures our investments yield competitive financial returns while advancing environmental and social objectives.

Risk-Adjusted Returns

Our diversified portfolio is carefully balanced to mitigate risks and maximise returns. This balanced approach supports financial gains and bolsters Europe’s energy resilience.

Proven Expertise

With over 10 years of experience, Arete’s seasoned team brings decades of expertise in energy infrastructure and real estate investments across Europe, ensuring strategic and informed investment decisions.

Strategy Supported By Secular Tailwinds

1

Decarbonization

The EU’s growing electricity demand is projected to increase from 3000 TWh in 2022 to 3700 TWh in 2030.

2

Renewable Energy Shift

By 2035, over 60% of electricity will come from renewable sources, increasing to more than 95% by 2050 in the EU. This transition raises the demand for energy storage and flexible generation solutions.

3

Heat Generation

Ensuring reliable heat generation during winter is critical. Our strategy includes investing in flexible generation sources capable of providing both heat and power when renewable generation is less reliable.

4

Massive Investment

EU capital expenditure for the energy transition could reach €1.7 trillion by 2030, with approximately 45% allocated to onshore wind and solar photovoltaic (PV) capacity.

5

Rising Demand

Increasing emissions allowance prices and the European ESG strategy are significantly driving demand for renewable energy. Over 60% of EU companies plan to source 50% of their energy from renewables within the next two years.