As part of our Global Energy Perspectives we’ve analysed the state of the energy transition through the lens of the four largest global emitters.
Key investor messages:
- The Ukraine Crisis has altered the geo-economic and political environment profoundly.
- These events underline the vulnerability of the transition to macro forces.
- These developments have the capacity to alter the trajectory of the energy transition, being a stimulant in some markets whilst an inhibitor in others.
- Investors should continue to monitor these risks and review their strategy when determining their exposure to energy transition in different markets.