David Giordano, Global Head of BlackRock Climate Infrastructure, dives into the transformative forces reshaping infrastructure today. He discusses how remote work, urbanization, and AI are driving investment opportunities in renewable energy. Giordano highlights the $4.5 trillion annual investment needed for energy transition by the 2040s, emphasizing the role of private capital in emerging markets. He also explores the impact of geopolitics on energy security and the importance of diversified supply chains, calling for innovative solutions to meet new infrastructure demands.
