Research

Insights from inside the energy sector

Research papers, broadcasts and other original publications from Energy Infrastructure Partners looking inside the energy sector and the infrastructure asset class.

Research paper

Securing the Swiss energy supply: Required investment through 2050

Switzerland’s electricity supply is facing a dual challenge: the planned phase-out of nuclear energy and a projected increase in electricity demand due to population growth and increased electrification. As a result, the country needs to build additional production capacities for over 40 terawatt hours of electricity by 2050.

EIP Research

Research paper

Powering through: Energy infrastructure across inflationary cycles

Analyzing monthly total return data up to the end of 2023, this research is among the first studies to take the most recent bout of inflation into account. According to our analysis, private infrastructure assets and especially private energy infrastructure assets outperform listed stocks during episodes of inflation. The worse inflation gets, the stronger infrastructure assets’ inflation protection becomes.

EIP Research

Insights

Five Trends Shaping Energy Infrastructure in 2026

Europe’s energy system is at a turning point. Last year’s blackout in Spain exposed the strain on aging grids just as electricity demand rises again after 15 years. The continent now faces a trillion‑euro race to upgrade infrastructure, secure supply and integrate renewables — a challenge that’s rapidly becoming one of Europe’s biggest investment opportunities.

EIP Research

Sustainability

Our contribution to a decarbonized future

Sustainability is a cornerstone of our investment approach. From our investment selection and strategy to our engagement as investment managers, we integrate sustainability factors across our work.

Sustainability report

Case studies

Collaborating with local stakeholders to protect biodiversity

Case study for illustration purposes only. Holdings are subject to change, this does not constitute investment advice to buy or sell the presented securities.

Playlist

In Conversation

"In Conversation" is a series of videos featuring discussions with senior experts from our team. The series covers a range of topics, including the political landscape in Europe, challenges for the energy sector and investment opportunities in the industrial sector. The discussions provide in-depth analysis and expert insights into these critical areas.

Explore the full playlist