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.
Government action and ESG objectives each raise important considerations for investors and can impact a range of investment decisions. Here we highlight cross-portfolio implications arising from the changing dynamics across the global energy system and provide an action plan for CIOs.
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.
Multiple energy sources will be needed to meet growing global demand, creating a range of investment opportunities around the world.