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Mubadala Weighs Record US$6.3 Billion Japan AI Data Centre Investment

7th August, 2026

Abu Dhabi’s Mubadala Investment Company is considering investing up to JPY1 trillion (US$6.3 billion) in a proposed 500MW artificial intelligence data centre in Japan’s Akita Prefecture. It may lead a group of Japanese and overseas investors, although no commitment, financing timetable or ownership structure has been announced.

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CPP Takes Control of Tarchon as State Capital Addresses Europe’s Grid Bottlenecks

3rd August, 2026

CPP Investments’ C$1 billion (US$714 million) commitment to Tarchon, a proposed subsea power link between the UK and Germany,  is a gamble on the infrastructure needed to move electricity between European markets at a time when energy prices are buffeted by geopolitical risks and transition needs.

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KIA's Wren House Extends Platform Strategy with Lightsource Bid

27th July, 2026

Wren House Infrastructure Management’s reported bid for Lightsource would take the Kuwait Investment Authority (KIA) subsidiary further into the development, financing and ownership of new infrastructure.

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QIA’s RWE Deal Shows Sovereign Investors are Backing Grid Infra to Support Renewables Build-Out

29th June, 2026

Qatar Investment Authority’s EUR432 million (US$490 million) participation in RWE’s capital raise is a bet on the grid bottleneck behind Europe’s energy transition.

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Mubadala’s Greenlink Deal Extends Abu Dhabi’s UK Grid Exposure

16th June, 2026

Mubadala’s US$200 million Greenlink investment adds regulated electricity interconnection to Abu Dhabi’s existing UK power exposure.

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Abu Dhabi Shores Up Support for UK Renewables and the Net Zero Push

13th May, 2026

Mubadala’s US$325 million investment in Hornsea 3 adds to Abu Dhabi’s position in UK clean power as Britain continues to rely on long-duration capital to finance the electricity transition.

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NBIM’s North American Renewables Entry: Platforms, Partners and the Evolution of the Real Assets Strategy

6th March, 2026

Norges Bank Investment Management (NBIM) has acquired a 33.3% stake in a portfolio of operating renewable energy assets in North America alongside Brookfield and British Columbia Investment Management Corporation (BCI), marking its first renewable infrastructure investment in the region.

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Masdar in 2025: scaling a sovereign-backed renewables platform, tightening focus, and positioning for the power demand cycle

29th December, 2025

Masdar’s strategy through 2025 did not resemble a conventional corporate growth plan, but instead operated more like a state-capital buildout with the deployment of a large amount of patient capital into contracted renewables, acquisitions to secure operating platforms in priority markets, and extension into clean power and storage.

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NBIM passes US$2trn with a stock-led quarter and a clearer map for transition investments

30th October, 2025

Norges Bank Investment Management (NBIM) delivered a 5.8% return in the third quarter of 2025, with equities up 7.7%, fixed income up 1.4%, unlisted real estate up 1.1%, and unlisted renewables up 0.3%.

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Qatar's LatAm Play: QIA Invests in Colombian Renewables Leader

14th October, 2025

Qatar Investment Authority’s additional US$535 million into ISAGEN, lifting its stake to roughly 15% alongside Brookfield Renewable Partners’ plan to rise to about 38% - fits a clear pattern.

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Balancing Beta: NBIM Backs Brookfield Energy Transition Push

29th September, 2025

NBIM has just committed US$1.5 billion to Brookfield Asset Management’s Global Transition Fund II (BGTF II), which represents its second indirect allocation to unlisted renewables and its first to a broad “energy transition” platform.

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Sovereign Investors Plug into Europe’s Grid Supercycle

25th September, 2025

This week, the Dutch government announced the partial sale of TenneT’s German operations to a consortium of long-term investors: Norway’s Norges Bank Investment Management (NBIM), Singapore’s GIC, and Dutch pension fund APG.

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