The energy transition is the largest capital reallocation in human history. $5.6 trillion in annual investment is required through 2030.
$2T+
Clean Energy 2030
$5.6T
Annual Investment
17%
CAGR
60%
Renewables Share
Strategic Overview
The Institutional Investment Case
The energy transition is the largest capital reallocation in human history. Traditional energy investors are pivoting mandates. Sovereign wealth funds from the Middle East to Norway are competing to lead.
Subsector Intelligence
Power & Renewables Subsectors
Solar & WindNow the cheapest form of new power in most global markets. Capital accelerating deployment globally.18% CAGR
Energy StorageBattery storage and long-duration systems — the missing link in renewable deployment globally.32% CAGR
Green HydrogenDecarbonization solution for hard-to-abate sectors. Sovereign capital racing to secure supply chains.54% CAGR