Why energy resilience is becoming the next big investment opportunity

As Europe accelerates toward a cleaner, more electrified future, one theme is rising to the top of both policy and investment agendas: energy resilience.

From grid congestion and volatile energy markets to the surging demand created by data centres, electric vehicles and heat pumps, the continent’s energy system is under pressure like never before. At the same time, new technologies and decentralised infrastructure are opening up fresh pathways to a more reliable, flexible and secure energy landscape.

Amid this transition, a critical question emerges:
Where are the investable opportunities that can meaningfully strengthen energy resilience, today and long term?

Our latest white paper, produced in partnership with Worthwhile Capital Partners, dives into exactly that.

Infrastructure for Energy Resilience: An investable system of assets and services

This paper examines how Europe’s energy system is being reshaped and how investors can engage with the infrastructure solutions required to support a resilient, net‑zero future.

It explores the full ecosystem of assets and services that will underpin resilience, including:

• Flexibility assets such as battery storage and demand‑side response
• Grid‑enhancing technologies
• Distributed energy solutions
• Digital platforms and data‑driven services
• Long‑term infrastructure strategies that align system needs with investor priorities

Why This Matters Now

The energy transition is no longer solely about decarbonisation, it’s about stability, reliability, and ensuring that electrification can scale at pace.

This white paper helps investors understand:

• Where the bottlenecks are forming across Europe’s energy system
• Which technologies and business models are emerging to address them
• Which market structures will enable long‑term investment
• How resilience investments can deliver both commercial and societal value

It’s essential reading for anyone involved in infrastructure, energy transition, sustainability or long‑horizon investment strategy.

If resilience is part of your mandate, or if it will be soon, this paper provides clarity and direction in a rapidly shifting market.