{ "title": "US energy transition investing: putting fundamentals first", "modified_at": "2026-04-16 08:00:02", "published_at": "2026-04-16 08:00:00", "url": "https://schroders-capital.prezly.com/us-energy-transition-investing-putting-fundamentals-first", "short_url": "http://prez.ly/odCd", "culture": "en_BE", "language": "EN", "slug": "us-energy-transition-investing-putting-fundamentals-first", "body": "

The need for incremental power supplies, combined with favourable economic drivers, today composes the primary engine of the US energy transition. That should be good news for investors.

For much of the past year, the narrative around US renewables has been dominated by politics. Rhetoric sharpened last year, federal incentives were revisited, and elements of clean energy support were ultimately scaled back, with subsidies set to phase out between now and 2030. \u200b

Yet beyond Washington, capital allocation decisions are being driven by a simpler force: electricity demand expectations continue to rise.

Saad Qais, Head of US Investments at Schroders Greencoat, sat down with Hillary Ripley, Schroders Greencoat’s North American business development team, to discuss the current state of the US energy transition and the evolving opportunity set for investors. \u200b

Key takeaways include: \u200b

Click here to read the full interview. \u200b

Media contact

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\n Wim Heirbaut\n Senior PR Consultant, Befirm\n \n
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", "contacts": [ { "name": "Wim Heirbaut", "company": "Befirm", "description": "Senior PR Consultant", "email": "wim.heirbaut@bepublicgroup.be", "website": null, "address": null, "telephone": null, "mobile": "+32475741752", "twitter": null, "facebook": null } ], "author": { "first_name": "Wim", "last_name": "Heirbaut" }, "format_version": 5 }