Investment Focus Area

Clean Energy

Clean power generation is becoming the most cost-effective option for new capacity in most markets. Solar and wind are scaling toward dominance in new electricity supply, supported by storage and grid technologies that manage the variability of renewable generation.

Trends driving the renewable boom

  • Solar and wind expansion. Both positioned to become dominant sources of new clean electricity.
  • Grid integration. Reliable supply depends on advanced grid infrastructure and smart-grid management to handle variable output.
  • Storage. Advanced batteries and other storage methods address intermittency.
  • Emerging technologies. Next-generation solar cells and offshore wind drive the following wave of capacity.

Economic and social impact

  • Environmental. Lower emissions, reduced air and water pollution.
  • Energy security. Domestic generation reduces dependence on imported fuels.
  • Economic. Job creation across manufacturing, installation, maintenance; falling technology costs.
  • Reliability and resource use. Distributed generation strengthens grid resilience; solar and wind use minimal water versus conventional thermal plants.

Outlook

Wind and solar's share of global electricity generation is expected to roughly double toward 30% by the end of the decade, with renewables positioned to supply a growing share of demand as the most cost-effective new capacity.

Avalon invests across generation, integration, and the enabling technologies that make clean power reliable and scalable.

Discuss the Strategic Energy Transition Fund

Contact our team to learn how this sector fits within the strategy and within a broader portfolio.

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