George Bilicic, Lazard’s Global Head of Power, Energy & Infrastructure, spoke with Bloomberg’s Julie Fine at CERAWeek in Houston about the evolving dynamics in global energy investment. He highlighted how geopolitical tensions, particularly the conflict involving Iran, are influencing investor behavior. The uncertainty surrounding supply chains and regional stability has led to increased caution among investors, especially regarding long-term energy projects.
Bilicic emphasized that while traditional energy investments face heightened risks, the shift toward renewables continues to gain momentum. He noted that renewable energy projects are increasingly seen as more resilient and strategically valuable amid global instability. Despite short-term disruptions, the underlying demand for clean energy remains strong, supported by policy trends and corporate commitments.