Core Sector

Focus

ArcLight pursues investments principally in power, renewables, strategic gas, transformative and opportunistic infrastructure, which we refer to as our Core Sectors.

These Core Sectors constitute the key areas of ArcLight’s investment focus since the firm’s inception in 2001. We believe these Core Sectors represent the key enablers of today’s electrification, data center, and energy transition investment mega-trends. Within these sectors, ArcLight has a systematic focus on opportunities in the middle market where we believe we have competitive advantages in sourcing operational management, driving value creation initiatives, financing, and monetizing assets.

Power Infrastructure

Lower carbon electric power generation, grid, and transmission-related assets. 

Since 2001, our Funds have invested over $6 billion in 48 power infrastructure investments representing over 50 gross GW of power. Our Funds collectively own one of the largest non-utility power generation infrastructure portfolios in the U.S.

We agree with industry experts and stakeholders who project that electrification and data center power requirements will drive significant growth in power demand over the coming decades, requiring substantial investment across low carbon power and related transmission, distribution, and grid infrastructure. This demand growth will be coupled with continued retirements of legacy high-carbon power plants and growing penetration by non-dispatchable renewable resources, which we expect to further tighten power markets and reward the dispatch and reliability services that power infrastructure provides.

We believe the power sector today is the most relevant it’s been in over two decades. As one of the pioneering investors in the sector with an extensive track record and a suite of specialist resources, we believe we are well positioned to identify opportunity and deliver value-added partnership and strong operational outcomes in this critical infrastructure segment.

Renewable Infrastructure

Wind, solar, hydroelectric and related energy storage.

Since 2001, our Funds have invested approximately $5 billion in 14 renewable infrastructure platforms across wind, solar, geothermal, and hydroelectric facilities, representing approximately $10 billion in enterprise value. We have helped build and manage some of the leading renewables platforms and assets in the sector including Alta Wind Energy Center, the largest wind facility1 constructed in the U.S., and Great River Hydro, the largest hydroelectric platform2 in New England. Today, ArcLight Funds are developing wind re-powering, solar capacity, and BESS deployments across their investments.

Given the significant growth in renewables over the last decade, which we expect to accelerate over the coming decade, ArcLight believes that the growing and maturing fleet of operating renewable resources will require active ownership and hands-on value management resources to sustain renewable output, to re-power high-value incumbent renewable resources, and to tactically execute expansion and new development opportunities.

Strategic Gas Infrastructure

Transmission, storage, and export, including natural gas, LNG, CO2 and hydrogen.

Since 2001, our Funds have invested over $6 billion in strategic gas infrastructure across 16 different strategic platforms. We believe we were early to recognize the critical and long-term role that U.S.-produced natural gas plays in the global economy and the importance of enabling infrastructure.

 

Our Funds have made multiple investments into the natural gas storage segment, supporting both dispatchable power and LNG export; our Funds invested to build the largest natural gas export pipeline3 to Mexico; and today, our Funds own an interest in Natural Gas Pipeline Company of America, the third largest interstate pipeline4 system in the United States and a key transporter of natural gas to large LNG export.

 

Our Funds’ investment in strategic gas infrastructure has been highly complementary to their participation in the power infrastructure and renewables markets, given the critical role that we believe natural gas has played and will continue to play in decarbonizing the power sector and supporting the growth of intermittent, non dispatchable renewable resources and new data center infrastructure.

Today, this infrastructure facilitates low carbon power generation, enables the buildout of data centers, and supports renewable power development. Tomorrow, we believe this infrastructure will be used to store and transport the lower carbon fuels of the future such as renewable natural gas, hydrogen, and captured carbon.

Transformative Infrastructure

Battery electric storage, data center power solutions, and grid edge applications.

ArcLight has been active in leveraging our power and renewable infrastructure experience to be an early mover in providing real asset and infrastructure solutions to transformative infrastructure opportunities, including battery storage and electrified transport solutions.

 

We believe that our ability to continue to anticipate and take advantage of changes in the energy industry, including the passage of the Inflation Reduction Act, is a direct result of our institutional approach and the depth of our experience in critical infrastructure markets. Our focus in the segment is on the disciplined deployment of capital, centered on technologically established infrastructure supported by long-term contracts with a preference for co-location with existing infrastructure assets or where we otherwise have sustainable competitive advantages.

Opportunistic Infrastructure

Opportunistic investments related to infrastructure and ArcLight’s historical investment experience.

Drawing on our extensive industry network, our industry resources, and our historical investment and operational experience, our Funds selectively acquire and manage energy infrastructure assets in what we believe is a responsible manner. Through our portfolio companies, we have developed extensive experience in repurposing and repositioning fossil fuel-related midstream assets to support their role in a market that is continually evolving and transitioning.

 

In today’s market we see deep value opportunity within certain traditional energy infrastructure asset segments. We employ a highly selective approach to these assets, focusing on long-term contracts, rigorous underwriting standards, and resiliency to macro and policy risks. A key area of focus in the segment is the offshore infrastructure segment, where our Funds have successfully invested over $3 billion since inception.

¹ As of October 2024
² As of June 2024
³ As of August 2018
⁴ As of December 2024

© Arclight 2025. All rights reserved. Privacy Policy | Terms of Use | Cookie Settings

Linkedin

Investment Type: Unrealized
Sector: Transformative
Date of Investment: 2022
Date of Realization: –

Elevate was formed by ArcLight to develop and install utility scale, battery energy storage resources initially co-located with ArcLight’s existing power infrastructure. Elevate is led by a team of experienced industry professionals who have previously worked together on several large-scale development projects co-located with existing thermal generation.

www.elevaterenewablesenergy.com

Investment Type: Unrealized
Sector: Renewable
Date of Investment: 2023
Date of Realization: –

REC Solar is a leading developer, owner, and operator of distributed solar, batteries, and fuel cell assets in the United States. REC develops behind-the-meter projects for commercial and industrial customers, municipalities, universities, schools, and hospitals as well as front-of-the-meter projects contracted with utilities participating in community solar programs.

www.recsolar.com

Investment Type: Unrealized
Sector: Renewable
Date of Investment: 2021
Date of Realization: –

Infinigen was formed in 2021 to develop and operate renewable assets in North America, Central America, and the Caribbean, backed by a capital commitment. Concurrently with the initial commitment, Infinigen executed the acquisition of a portfolio of operating and development solar assets in Puerto Rico.

www.infinigenrenewables.com

Investment Type: Unrealized
Sector: Strategic Gas
Date of Investment: 2022
Date of Realization: –

GCX is a premier, natural gas pipeline that is underpinned by a diverse array of shippers under long-term, committed contracts. GCX is operated by Kinder Morgan Inc. and provides critical residue gas takeaway service from the Permian Basin to key US Gulf Coast end-markets, including key emerging demand regions such as the growing liquefied natural gas (“LNG”) export market in South Texas.

Gulf Coast Express Pipeline, L.L.C.

Investment Type: Realized
Sector: Renewable
Date of Investment: 2016
Date of Realization: 2023

A conventional hydroelectric generation portfolio in New England totaling 589 MWs of capacity. The facilities are located on the Connecticut and Deerfield Rivers and operated from a control center in Hanover, New Hampshire.

www.greatriverhydro.com

Investment Type: Realized
Sector: Power
Date of Investment: 2020
Date of Realization: 2024

Griffith Energy consists of nine modern and highly efficient natural gas-fired power generation facilities that provide critical capacity, energy and ancillary services resources to New Jersey and Maryland in close proximity to large, densely-populated load centers. The portfolio represents a highly competitive fleet and one of the nation’s largest natural gas-fired power portfolios. The efficient, fast-ramping output provided by the Alpha Generation portfolio will allow the integration of intermittent renewable resources in the Maryland and New Jersey electricity markets over the coming decades. Importantly, the portfolio is well-positioned to support the energy transition via battery storage projects and by providing critical interconnection sites for offshore wind projects under development.