{"id":58338,"date":"2026-03-30T00:00:53","date_gmt":"2026-03-30T05:00:53","guid":{"rendered":"https:\/\/www.cambridgeassociates.com\/insight\/sustainable-investing-in-focus-green-horizons-or-gridlocked\/"},"modified":"2026-03-30T11:20:02","modified_gmt":"2026-03-30T16:20:02","slug":"sustainable-investing-in-focus-green-horizons-or-gridlocked","status":"publish","type":"post","link":"https:\/\/www.cambridgeassociates.com\/en-eu\/insight\/sustainable-investing-in-focus-green-horizons-or-gridlocked\/","title":{"rendered":"Sustainable Investing in Focus: Green Horizons or Gridlocked"},"content":{"rendered":"

In the third episode of Sustainable Investing in Focus<\/em>, Simon Hallett<\/a>, Head of Climate Strategy, and Antonella Amatulli<\/a>, Senior Investment Director, discuss key themes from a recent Cambridge Associates event, Green Horizons or Gridlocked: Challenges & Opportunities in Europe\u2019s Energy Transition.<\/em><\/a><\/p>\n

Their conversation explores Europe\u2019s \u201celectrotech revolution,\u201d highlighting both the region\u2019s competitive strengths and one of its central challenges: persistently high electricity prices. They examine the drivers behind elevated power costs and discuss several of the investment themes raised during the event, including system efficiency, small modular technologies, and the resilience and independence of energy systems.<\/p>\n

The discussion also turns to energy policy, where Antonella notes that the panel saw Europe as having made meaningful progress in establishing a strategic framework for electrification. Electrification was identified as a critical pathway for decarbonisation, energy security, and industrial competitiveness. At the same time, they consider potential solutions to high electricity prices, including shifting more of the tax burden away from electricity and onto gas.<\/p>\n

Looking ahead, Simon and Antonella point to significant untapped potential across Europe\u2019s existing grid infrastructure, as well as emerging innovations such as software modularity, which could lower costs, reduce risk, and improve the speed of deployment for technologies including electric vehicles and EV charging systems. While Europe continues to rely heavily on imports for solar panels and batteries, it retains important advantages in other parts of the electrification value chain, particularly grid infrastructure and consumer energy technologies such as heat pumps. They also note the longer-term potential of battery recycling to strengthen Europe\u2019s internal energy ecosystem over time.<\/p>\n

Watch the video below to hear Simon and Antonella\u2019s insights on Europe\u2019s energy transition and the investment implications of electrification.<\/strong><\/p>\n