Clean Energy Transition: A Risk/Reward Approach

Energy is responsible for 80% of global greenhouse gas emissions, making it a vital aspect to address in achieving climate goals like the Paris Agreement's 1.5 degrees Celsius target. Investors play a crucial role in shaping the speed and direction of generational changes in energy production and consumption. Adopting a risk/reward mentality is essential when navigating the clean energy transition, taking into account factors such as the timeline for net-zero emissions and identifying potential industry winners and losers.

Our comprehensive report delves into electricity supply and demand in the U.S., oil and gas, electric vehicles, and lithium, providing top picks from utilities, energy, and basic materials sectors to help investors minimize risk and maximize returns.