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Energy transition: Sidelined, stalled or stepping on the gas?
Jayme Colosimo
Tom Crocker
Carol Cuello
October 14, 2024
Your gateway to all things ESG at Capital Group
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.
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.
Powerful prospects
Our investment professionals explore compelling opportunities in energy transition.
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