Full Speed Ahead: Energy Demand Overpowers Policy Shifts

2026-02-22 09:13:00 ET

By Xiaoyu Gu and Jonathan Hunt

As policy uncertainty recedes, the focus returns to capital deployment.

The global energy transition is accelerating, and 2026 is shaping up to be an active year for renewable energy development. As we see it, private credit’s central role in financing the power build-out and its ability to structure flexible solutions for borrowers are likely to generate attractive return opportunities for investors....

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