Investment opportunities in the energy transition
Below is our inaugural edition of Capital & Kilowatts, our guide that unpacks the legal and commercial drivers shaping where capital is flowing across Australia’s energy transition.
In this edition we cover:
- investing in uncertain times: our three key predictions for the year ahead, being generation & storage, oil & gas and transition adjacencies
- investment spotlight: capital partnering through innovative co-development structures
- the new Electricity Services Entry Mechanism (ESEM): the centrepiece and proposed solution to the structural investment gap in the NEM identified in the Government’s latest review of the electricity market
- Wired for growth: capitalising on the significant energy demand from the data centre revolution
- Gas spotlight: the linchpin during times of uncertainty and what our gas reservation scheme means for investors.
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In this edition
Investing in Uncertain Times
Global unrest. Interest rates. Policy uncertainty. Compound these with planning delays and capex blowouts. None of these make it easy to invest in the energy transition.
03 June 2026
Innovative Capital Partnering Structures: Unlocking Australia’s Energy Transition
In today’s market, capital is chasing certainty – and developers are chasing capital. Co-development arrangements have emerged as the meeting point.
03 June 2026
Nelson Review: ESEM-Bling a bridge between offtaker and developer expectations
Policy certainty and market accessibility continue to be critical for investors looking at the energy transition as a fertile source of opportunity – especially in capital-intensive generation projects.
03 June 2026
Wired for growth: capitalising on energy demand from the data centre revolution
The data centre boom is rewriting the rules of energy investment. Surging demand for AI, cloud computing and raw processing power is driving unprecedented growth in data centres, but our energy infrastructure is not keeping pace.
03 June 2026
Gas – the linchpin during times of uncertainty
Gas continues to play a central role in Australia’s energy transition - supporting domestic supply, enabling exports and economic growth, and providing critical firming capacity as renewable generation scales.
03 June 2026
