In this interview, originally published by Infrastructure Investors in their Energy Transition issue, Morgan Stanley Infrastructure Partners’ Chris Ortega explores how the global energy transition is entering a more disciplined phase—where selectivity, not scale, defines success. While demand for power and energy infrastructure continues to grow, particularly in renewables, investors are increasingly focused on fundamentals such as valuation, unit economics, and contracted revenue visibility. The discussion highlights evolving opportunities across power, transport, and emerging technologies, alongside the complexities of regulation, geopolitics, and market recalibration shaping today’s investment landscape.
