Our sector

Why Energy Infrastructure?

Without energy, economies and households don’t run. And yet the energy industry requires trillions of investment to sustain itself, let alone prepare for massive shifts taking place. Since day one Energy Infrastructure Partners has been purpose-built to invest in this unique part of the infrastructure asset class.

Decarbonization
As called for in the Paris Agreement, emissions need to reach net zero by 2050 by decarbonizing emissions-heavy sectors like energy
Digitalization
The rise of artificial intelligence and big data alongside the full-scale digitalization of daily life are pushing electricity demand projections to record highs
Security
Relying on foreign export partners has become an unsustainable strategy, leaving countries worldwide focused on energy independence as a matter of natural security

Energy infrastructure is at the heart of three generational megatrends

Our Sector

Why energy infrastructure?

The energy infrastructure sector has outperformed other types of infrastructure with less volatility over the last decade and a half 1

Growth of EUR 100 invested in 2009

2 2
3 4

EIP managed funds do not follow any benchmark; indices are only represented here for illustrative purposes.

Magnitude
One of the largest sectors within the infrastructure asset class, energy infrastructure requires trillions of investment in the coming decades
Diversification
Energy infrastructure offers multi-dimensional diversification — across different technologies, geographies and economic models — forming the building blocks of inherently robust portfolios
Resilience
Society depends on energy. As the providers of essential good, energy infrastructure, like grids, need to perform across all scenarios, uncorrelated to the larger economy

Energy infrastructure’s distinct profile creates an edge for investors

Insights

Energy infrastructure assets across inflationary cycles

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.

Energy Infrastructure and inflation

Our Portfolio

Learn more about our portfolio companies

Transmission & Distribution

Swissgrid

The extra-high-voltage grid is the foundation of a stable and reliable electricity supply. Swissgrid operates relentlessly to ensure its constant stability, safety, and security.
Transmission & Distribution

Fluxys

As one of Europe’s largest energy transmission platforms, that includes gas pipelines, import terminals and gas storage facilities for Liquefied Natural Gas (LNG), Fluxys is set to play a key role in the energy transition.
Transmission & Distribution

Transitgas

Dating back to 1974, this transalpine gas pipeline continues to provide essential power supply to Switzerland, Germany, France and Italy, thanks to reconstruction and expansion over the years.
Storage & Flexibility

Alpiq

Alpiq’s specialization in hydropower contributes a significant portion of energy to Switzerland’s electricity usage and aids in safeguarding the country’s future in renewable energy.
Renewable Energy

BayWa r.e.

A Munich-based renewable energy company focused on the construction and operation of wind, solar and energy storage projects worldwide.
Renewable Energy

Repsol Renewables

Repsol Renewables is the global renewables arm of Repsol, the Spanish oil and gas company with nearly 100 years of history in the energy industry. Its renewable assets include solar, hydropower, wind and storage.
Renewable Energy

Wikinger

An offshore wind farm in the Baltic Sea that produces clean, carbon-free electricity under Germany’s feed-in tariff regime, contributing to the country’s green energy ambitions.
Renewable Energy

Plenitude

Plenitude’s business model combines renewable energy generation, retail services for homes and businesses and charging points for electric vehicles. It merges company financial goals with benefits for society and the environment.
Renewable Energy

Mirror

Concentrated solar power portfolio using proven parabolic trough technology, supporting a shift towards sustainable energy.
Renewable Energy

Sunscreen

Photovoltaic portfolio helping to drive the renewable energy expansion in Italy and Slovakia.
Renewable Energy

Arkona

A fully operational 378 megawatts offshore wind park located in the German Baltic Sea, contributing to Germany’s transition towards a low-carbon economy.
Renewable Energy

Nysäter

Consisting of two wind farms, Hästkullen (307 megawatts) and Björnlandhöjden (167 megawatts), Nysäter is located near the city of Sundsvall in Sweden. Both wind farms are fully operational since 2022 and constitute a pillar of Sweden’s ambition to transform the northern part of the country into a hub for Europe’s energy transition.
Renewable Energy

Boralex France

A renewable power company aiming to meet increasing energy needs and at the same time, contributing to a sustainable future.
Storage & Flexibility

Electra

Electra deploys and operates fast-charging points to facilitate the adoption of electric vehicles through a vast, rapid and high-performing charging network. Electra has developed a seamless and intuitive customer journey thanks to its compelling integration of best-in-class hardware and software.

Investment options

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FOOTNOTES AND IMPORTANT INFORMATION

  1. Series are euro-denominated, total return indices adapted from Scientific Infra. We applied an annual total expense ratio of 2.5% as a generic assumption for holding costs, management fees and performance fees. For more information about the indices and underlying methodology please refer to: Strategic Asset Allocation with Unlisted Infrastructure, EDHECinfra Use Case Series 2021 (February).
  2. Total return volatility is the annualized standard deviation of the monthly total returns of an index. Sharpe ratio calculation periods might lag a few months compared to the latest chart points due to source data availability constraints.
  3. For the sake of Sharpe ratio calculations, we use total return values from the index less annualized total return of the 3 months Euribor rate to represent outperformance.