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Energy transition: Sidelined, stalled or stepping on the gas?

9 MIN REPORT

Jayme Colosimo
Investment Director
Tom Crocker
Senior ESG Specialist
Carol Cuello
Senior ESG Specialist

 


Automakers rethink plans for electric vehicles. Concerns about the energy demands of artificial intelligence intensify. Sales growth for heat pumps cools. These are just a few recent developments that show how energy transition is in a period of nonlinear progress. And yet, investors who are able to take the long view can still find compelling opportunities.

KEY TAKEAWAYS

  • Tensions between energy-transition and energy-security goals, costs and shifting demand are reshaping prospects in many industries.
  • Massive green stimulus, changing regulations and the potential for lower interest rates are creating powerful tailwinds.
  • We see compelling long-term opportunities in autos, cooling for data centers, heat pumps, renewable energy and power grids.

 


Powerful prospects

Our investment professionals explore compelling opportunities in energy transition.

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Published on October 14, 2024

Jayme E. Colosimo is an ESG investment director with 23 years of industry experience (as of 12/31/2023). She holds both an MBA and a bachelor's degree in international business from Westminster College.

Tom Crocker is a senior ESG specialist at Capital Group. He has eight years of industry experience (as of 12/31/2023). He holds a master's degree in environment, development and policy and a bachelor's degree in geography, both from University of Sussex.

Carol Cuello is a senior ESG specialist at Capital Group. She has six years of industry experience (as of 12/31/2023). She holds a bachelor's degree in sociology from Columbia University.

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