{"id":101498,"date":"2025-11-14T14:50:01","date_gmt":"2025-11-14T14:50:01","guid":{"rendered":"https:\/\/www.climatepolicyinitiative.org\/?post_type=cpi_publications&p=101498"},"modified":"2026-05-26T07:14:43","modified_gmt":"2026-05-26T07:14:43","slug":"the-clean-energy-equity-investment-gap","status":"publish","type":"cpi_publications","link":"https:\/\/www.climatepolicyinitiative.org\/pt-br\/publication\/the-clean-energy-equity-investment-gap\/","title":{"rendered":"The Clean Energy Equity Investment Gap"},"content":{"rendered":"\n

How catalytic equity can unlock the clean energy transition where it\u2019s needed most<\/strong> <\/p>\n\n\n\n

Meeting global climate and development goals will require a rapid scale-up of clean energy infrastructure investment in emerging markets and developing economies (EMDEs). However, while the magnitude of the financing gap is widely recognized, the discussion has largely focused on aggregate figures that lack guidance for practical action. <\/p>\n\n\n\n

This report, prepared by Climate Policy Initiative and the Glasgow Financial Alliance for Net Zero<\/a>, with support from Allied Climate Partners<\/a> and Three Cairns Group<\/a>, and analytical support from Wood Mackenzie<\/a>, highlights equity as a critical but often overlooked component of capital formation.  <\/p>\n\n\n\n

Equity is essential for scaling projects and companies. By committing early and taking on risk, equity investors lead transactions and create a foundation for financial leverage. This support helps businesses move through the development phase, growing the pipeline of bankable projects.  <\/p>\n\n\n\n

However, EMDEs are likely to fall far short of the equity investment needed to reach net zero. Between 2025 and 2035, equity investment in EMDEs is expected to grow at only 5.4% annually in a Base Case scenario, reaching about USD 160 billion per year. To align with a net zero pathway, equity investment must grow at 13.1% annually\u2014more than double that rate\u2014to reach USD 375 billion each year. <\/p>\n\n\n\n

This leaves a USD 215 billion annual equity gap that must be filled to put EMDEs on track for a low-carbon transition.<\/strong><\/p>\n\n\n

\n\t\t