- Numerous firms have declared that they will be net-zero by 2050, though some are not sure about how to accomplish the task.
- Oil demand is expected to peak within the next decade or so if current trends persist; McKinsey expects road transport demand for liquids to peak in 2024.
- We are still talking about massive amounts of infrastructure to build out this new sustainable energy future, requiring time and massive investment.
- I identify three broad areas in the energy transition space, though not an exhaustive list.
For further details see:
Energy Transition Update: Framing The Investment Universe