The evolution of the energy transition

As power grids strain under the rapid expansion of wind and solar, and geopolitical events bring renewed focus on energy security, investors are turning to a wider range of technologies to drive the next critical phase of the global energy transition.

For years, investment in the global energy transition was largely synonymous with wind and solar. But as power grids adapt to the rapid expansion of renewable generation, and geopolitical events bring renewed focus to domestic energy security, policymakers, developers and investors are focusing on a growing range of technologies and solutions.

Sean Maguire, Partner at Schroders Greencoat, sat down with Hillary Ripley, Head of Business Development, North America, Schroders Greencoat, to discuss the key themes shaping the next phase of the energy transition.

Among other things, they discussed the key role that technologies such as battery storage, green hydrogen and biomethane are playing in decarbonising parts of the economy that have been stubbornly carbon dependent – and which, as such, are emerging as critical enablers of a more resilient, flexible and diversified energy system.

Importantly, they also shared what this evolution means for investors, and where the most attractive risk-adjusted opportunities are likely to emerge in the next phase of the energy transition.

You can now read the full whitepaper at the link below