The Infrastructure Investor Podcast

Green energy investors brush off geopolitical turmoil

2026-02-10 · 07:00 UTC ·PEI Group ·1 min read

Brief

Energy-transition investing remains resilient even amid geopolitical and policy turbulence. Bergsma and Scaysbrook framed US policy retrenchment as important but not decisive, pointing instead to continued decarbonisation support in other regions, especially China, where massive renewable additions and EV adoption reinforce the case for large-scale private infrastructure capital deployment.

Why it matters

Joost Bergsma of Nuveen Infrastructure and David Scaysbrook of Quinbrook argued that investor appetite for energy-transition infrastructure remains strong despite the US administration scaling back net-zero commitments and federal incentives.

Key details

  • The episode highlighted China’s scale in clean energy deployment: according to IRENA, China added more than 430GW of new wind and solar capacity in 2025, versus 585GW of global additions in 2024.
  • China’s transport electrification was cited as another demand signal for transition investing, with more than half of all new vehicle sales in China in 2025 being electric.
Source evidence

title: Green energy investors brush off geopolitical turmoil
author: PEI Group
contenttype: podcast
publication: The Infrastructure Investor Podcast
published: 2026-02-10T07:00:00+00:00
sourceurl: https://infrastructureinvestorpodcast.podbean.com/e/green-energy-investors-brush-off-geopolitical-turmoil/

word_count: 176

This episode is sponsored by Nuveen Infrastructure and Quinbrook The energy transition is one of the most prominent mega-trends driving investment in infrastructure today. Even as the current US administration is pushing back on the country’s net-zero commitments and scaling back federal incentives, other regions continue to support the decarbonisation agenda, attracting some of the largest players in private infrastructure. In 2025, China alone added more than 430GW of new wind and solar capacity, not far off the 585GW global additions posted in 2024, according to the International Renewable Energy Agency (IRENA). And more than half of all new vehicle sales in China last year were electric, showcasing the country’s burgeoning green credentials. In this episode of The Infrastructure Investor Podcast , Joost Bergsma, global head of clean energy at Nuveen Infrastructure, and David Scaysbrook, co-founder and managing partner at Quinbrook, discuss the many factors driving appetite for the energy transition despite the pockets of geopolitical hostility. While policy reversal might make the headlines, both still see plenty of exciting opportunities to fund the net-zero transition.