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Whitepaper - The top 5 things investors should know about the energy transition

The energy transition has reached a tipping point. Net zero objectives are being passed into law across Europe and elsewhere – even China recently stated it aims to reach net zero by 2060. The private sector is acting too. For example, the RE100 (an organisation comprised of companies committing to purchase 100% renewable electricity) had its largest ever increase in membership in 2019, up by 33% to 260 companies. The Covid-19 crisis has, in much of Europe at least, re-affirmed commitments to achieve these goals – with billions of euros of stimulus money to be directed towards them. The energy transition has the wind in its sails and is accelerating. For investors, both corporate and financial, there is a wealth of opportunity out there.Cutting through the hype and complexity is challenging though. With that in mind, we have compiled a list of five things that investors should know about the energy transition:
  • The energy transition is as much about the demand-side as the supply-side
  • Electric vehicle infrastructure, and energy tech provide highly scalable investment opportunities, with hydrogen a longer-term option
  • It is not all about fancy technology, geography, customer behaviour and business models are essential considerations
  • Apply the ‘Zulu principle’
  • Exits are likely to be with strategics rather than via IPO
Learn more in this whitepaper from our New Energy Business Model Service.

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