Global Energy Transition
Description
The Global Energy Transition report analyses the accelerating global shift away from fossil fuels and toward electrified, low-carbon energy systems. It explores how technology cost declines—particularly in solar, wind, and battery storage—are driving rapid deployment across power systems and transport. The report frames the transition as both an economic transformation and a strategic competition, reshaping energy security, investment priorities, and global industrial positioning.
The report examines the scale and composition of clean energy investment growth, highlighting how capital is increasingly flowing into renewables, electric vehicles, energy storage, grid upgrades, and early-stage hydrogen projects. It also assesses why the transition remains uneven and insufficient relative to climate targets, with continued reliance on oil, gas, and coal across primary energy consumption. The report outlines key physical constraints slowing progress, including transmission bottlenecks, permitting delays, and underdeveloped charging and storage infrastructure.
Finally, the report focuses on the geopolitical implications of the transition, arguing that energy dependency is shifting from oil-rich regions toward countries dominating clean tech manufacturing and critical mineral processing. It evaluates supply chain vulnerabilities in lithium, cobalt, nickel, and rare earth materials, and explains why emerging markets remain underfunded in the clean energy buildout. The report concludes with a forward-looking view of transition pathways, risks, and strategic priorities for governments, corporates, and investors.
The report examines the scale and composition of clean energy investment growth, highlighting how capital is increasingly flowing into renewables, electric vehicles, energy storage, grid upgrades, and early-stage hydrogen projects. It also assesses why the transition remains uneven and insufficient relative to climate targets, with continued reliance on oil, gas, and coal across primary energy consumption. The report outlines key physical constraints slowing progress, including transmission bottlenecks, permitting delays, and underdeveloped charging and storage infrastructure.
Finally, the report focuses on the geopolitical implications of the transition, arguing that energy dependency is shifting from oil-rich regions toward countries dominating clean tech manufacturing and critical mineral processing. It evaluates supply chain vulnerabilities in lithium, cobalt, nickel, and rare earth materials, and explains why emerging markets remain underfunded in the clean energy buildout. The report concludes with a forward-looking view of transition pathways, risks, and strategic priorities for governments, corporates, and investors.
Table of Contents
26 Pages
- 1. Executive Summary
- 2. Energy Transition Overview and Drivers
- 3. Investment Flows and Capital Reallocation
- 4. Renewable Energy Deployment and Grid Integration
- 5. Electric Vehicles and Transport Electrification
- 6. Critical Minerals and Supply Chain Vulnerabilities
- 7. Hydrogen Economy and Industrial Decarbonisation
- 8. Geopolitics of Energy Transition
- 9. Risks, Bottlenecks, and Transition Constraints
- 10. Outlook Scenarios and Strategic Recommendations
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