Fueling the Future
Investing Across the Global Energy Landscape
For decades, the world has wrestled with an energy trilemma in balancing three goals: energy security and reliability, universal access to affordable energy, and mitigating and avoiding environmental harm.
Navigating this unprecedented and uncertain energy landscape is critical for long-term investors for four key reasons:
- Energy is critical for everything humans do.
- Energy security is national security.
- The energy transition—the shift towards electrification and a low-carbon energy mix—creates an array of attractive new investment opportunities.
- The inescapable arithmetic of global energy demand and supply means that fossil fuels will remain a major source of energy supply for decades to come—despite the ongoing and necessary transition to a low-carbon economy.
