EMEA Sustainability Sustainability Brief vol.13

Research evidence excerpt

EMEA Sustainability Sustainability Brief vol.13

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EMEA Sustainability Equities

Europe including UKSustainability Brief vol. 13

Global Sustainability

Charles Fruitiere

Analyst

Investor feedback charles.fruitiere@ubs.com

+44-20-7567 4123

Energy transition investment opportunities are broadening beyond Alisa Dudchak

renewables: Investors increasingly agree that the transition story is now as much Analyst

about infrastructure, electrification and industrial transformation as it is about alisa.dudchak@ubs.com

+44-20-7567 0844 renewable energy generation, reinforcing the idea that the next phase of the

transition will be driven by the systems required to support an electrified economy. Victoria Kalb

Execution is becoming more important than ambition: While investors vicki.kalb@ubs.com

remain constructive on themes such as electrification and grid investment, +65-6495 4584

discussions are increasingly centred on delivery risks, project timing, financing

requirements and implementation challenges rather than the strategic rationale

for investment itself. Thi

s is an

Security, resilience and supply chains are moving up the agenda: Investor conversations increasingly link sustainability with economic resilience, supply- ImageM

chain security and human-rights oversight, reflecting a broader shift from climate

targets alone towards the practical requirements of building a competitive and

resilient industrial base.

Further feedback is provided in Investor feedback on our energy transition

framework.

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