The Next Five The Energy Transition: Where’s the Money?
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Oct 30, 2025 Christian Egenhofer, European energy policy expert at CEPS. Seb Henbest, HSBC climate finance lead tracking transition capital. Lars Eirik Nicolaisen, Rystad Energy deputy CEO and energy analyst. They map where capital is moving, which sectors attract patient versus mature investment, grid and permitting bottlenecks, and which services and suppliers stand to gain as electrification scales.
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Chinese Electrotech Drives Leapfrogging In Emerging Markets
- Chinese electrotech exports are enabling emerging markets to leapfrog fossil infrastructure.
- Seb Henbest observes growing flows of Chinese solar, wind and battery tech into emerging Asia, Middle East and Africa.
Permitting And Politics Created Today's Grid Bottlenecks
- Grid build‑out has been constrained by permitting, environmental concerns and low recent demand growth, creating current bottlenecks.
- Lars Eirik Nicolaisen points to decades of slow grid expansion and added red tape as a core reason for today's congestion.
Incentivize Grid Flexibility Not Just Pole And Wire Expansion
- Design grid incentives to reward optimization and flexibility, not just physical expansion, to avoid gold‑plating and lower overall costs.
- Seb Henbest recommends smarter price signals so grids integrate variable renewables and dynamic demand efficiently.