Energy Transition 2024

The new language of energy investing

There is now a veritable dictionary’s worth of subsectors, from AI to zero carbon, a selection of which are covered in this report. Good news for investors who have more ways into the energy transition theme than ever before.

ENERGY TRANSITION A-Z

The energy transition used to be a niche interest, but now there is a whole host of subsectors, a selection of which are covered here.

A

Artificial intelligence infra ET24

A is for… Artificial intelligence

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AI’s rise imperils the energy transition, but it could also be part of the solution, writes Christopher Walker.
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B

Batteries Infra ET24

B is for… Batteries

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Smaller may be better: Smart technology and more EVs coming online could limit the need for battery systems and flexibility assets.
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C

carbon capture and storage

C is for… Carbon capture and storage

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Scaling up the technology is the next challenge as regulatory support boosts investor appetite.
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D

D is for II ET24

D is for… District heating

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By retrofitting district heating networks with green energy sources, decarbonisation can be greatly accelerated.
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E

Emissions trading

E is for… Emissions trading

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The ability to offset carbon emissions from hard-to-abate sectors through either compliance or voluntary trading markets is a critical component of the energy transition.
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F

Floating solar

F is for… Floating solar

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The niche technology is perfectly suited to jurisdictions where space is at a premium.
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G

Geothermal energy

G is for… Geothermal

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Hope is growing that the technology could play a more prominent role in the energy transition.
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H

Hydrogen

H is for… Hydrogen

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Geologists and governments are getting excited about naturally occurring hydrogen, but huge sums may be required to get it to scale.
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I

Interconnectors

I is for… Interconnectors

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Interconnections are poised to enhance grid stability and reliability as the net-zero energy mix grows.
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J

Justice Just transition

J is for… Just transition

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Pushback on moving to a low-carbon economy may be a sign that governments and investors are not paying enough attention to a just transition.
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K

Potassium

K is for… Potassium

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Pressures on lithium supply are prompting interest in alternative battery technologies.
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L

LNG

L is for… LNG

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Uncertain market conditions, the COP28 agreement and the US’s recent decision to halt LNG exports signal that the lifespan of some of these assets may be shorter than assumed.
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M

Methane fossil fuels drilling

M is for… Methane

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The energy sector has a methane problem and needs to take urgent action.
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N

Nuclear energy

N is for… Nuclear energy

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Demonised by some and viewed as the only reliable route to decarbonisation by others, nuclear power could be bolstered by small modular reactors.
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O

Offshore wind

O is for… Offshore wind

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Progress in developing offshore wind in Asia-Pacific has been mixed, amid an uncertain outlook for the sector.
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P

Pumped storage hydropower

P is for… Pumped hydro

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Pumped storage hydropower has plenty of potential, particularly for countries such as the UK where flexible capacity is so important, writes Christopher Walker
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Q

Quitting fossil fuels

Q is for… Quitting fossil fuels

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Appetite for traditional oil and gas is set to slump as the energy transition takes effect
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R

Recycling

R is for… Recycling

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Waste management is critical to the creation of a more sustainable planet
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S

Smart grids

S is for… Smart grids

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Ensuring electricity generated by renewable energy sources can get to points of consumption is crucial to making the energy transition work, but investors face many challenges
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T

Timberland icon

T is for… Timberland

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An agreement between UK-based Drax and Molpus Woodlands Group shows how forestry’s role in the energy transition is all about byproduct
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U

Ukraine flag

U is for… Ukraine

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Russia’s invasion of Ukraine highlighted the EU’s reliance on Russia for fossil fuels, leading to a surge of funding for the energy transition. Beth Ure explores how things have changed two years into the conflict
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V

Electric car charging

V is for… Vehicles

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The electrification of road transport requires upscaling charging infrastructure dramatically, but other forms of transport cannot be left behind in the race to net zero
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W

Waste-to-energy icon

W is for… Waste-to-energy

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Removing waste from landfill to generate heat is a compelling proposition, but must ultimately be coupled with carbon capture technology
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X

Power to X

X is for… Power-to-X

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Electrification alone won’t get us to net zero, so power-to-X has a role to play.
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Y

Yttrium mining

Y is for… Yttrium

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Difficult-to-source materials are necessary to build the infrastructure that will decarbonise the world, but sustainability issues abound, writes Beth Ure.
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Z

Zero emissions

Z is for… Zero emissions

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The climate is changing faster than we originally anticipated and the window to arrest further heating is narrowing.
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