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I Squared, Dexus, and RWE Drive Global Clean‑Energy Expansion

Infrastructure Investor •
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South Korea's renewable sector attracts global attention as I Squared outlines a new joint venture aimed at expanding solar and wind capacity across the peninsula. The deal positions the firm to tap a rapidly growing market projected to hit $120 billion by 2030, while signaling a broader shift toward cleaner energy in the region.

Dexus, a major Australian commercial asset manager, faces a legal challenge as a shareholder bloc files an appeal against a recent governance decision. The move, backed by a coalition of institutional investors, seeks to overturn a board action that critics say undermines shareholder rights and could reshape the firm’s strategic direction.

Meanwhile, German energy giant RWE finalizes a $3.6 bn acquisition of Amprion, Europe’s largest high‑voltage grid operator. The purchase expands RWE’s footprint into critical transmission infrastructure, aligning with the EU’s decarbonisation agenda and positioning the company to benefit from the growing demand for grid capacity amid a shift to renewables.

Collectively, these moves illustrate a tightening focus on sustainable infrastructure across continents. Investors eye the ripple effects, as expanding renewable capacity, governance reforms, and grid acquisitions signal higher capital flow into clean‑energy projects. The combined market dynamics could drive valuation premiums in the sector, reshaping investment strategies for the next decade.