The New Energy Landscape
Our energy system sits at an inflection point—shifting away from fossil fuels where possible, promoting electrification, and adding renewables to the mix.
The energy transition is a long, slow, complex process. But this transition remains a critical driver of the global energy system and offers a range of investment opportunities around the world.
It is important to realize there is no silver bullet and multiple energy sources will be needed to meet growing global demand. It will also be important for investors to recognize the different stages of the transition to find the best opportunities, which we believe are encompassed by three overarching themes.
* Source: Energy Institute
Our energy system sits at an inflection point—shifting away from fossil fuels where possible, promoting electrification, and adding renewables to the mix.
Fossil fuels and zero-carbon sources present different tradeoffs in their dispatchability, affordability and emissions.
CIOs need an action plan to address the cross-portfolio implications arising from a changing global energy system.