Positive themes in energy transition? It can feel gloomy, forecasting 2-6% global energy shortages, bottlenecks on material value chains that must scale by 3-30x, and even fearing that global conflicts will volatilize commodity prices.
Yet there are ten themes that particularly excite us, from faster technology progress, world-changing efficiency technologies and a new age of ‘advanced materials’. They are covered in this 14-page presentation, which we also look forward to discussing with TSE clients.
We think these positive themes in energy transition may be useful for decision-makers to consider. There is great opportunity incubating these technologies, developing these value chains, and delivering these improvements to global energy and materials consumers.