The traditional energy system is shifting from fossil fuels to renewables, in an effort to reduce carbon emissions towards the Net Zero target.
The extent and speed of this transition will depend on many players and factors, including technology evolution, global dynamics, political efforts and societal response to climate change.
While there is no doubt that considerable progress has already been made, there is still a long way to go. The energy transition is meant to remain a priority for governments and companies over the long term.
This disruptive shift could shake up businesses and supply chains, while creating attractive new investment opportunities in terms of the new technologies and infrastructure required.
| TECHNOLOGY | Smart grid technologies |
Utility-scale battery storage |
Electric vehicle charging and other end-user technologies |
Commercial and residential energy storage |
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| UTILITIES | Clean energy production | Energy transmission and distribution | ||||
| MATERIALS | Sustainable materials | Energy storage and battery materials | ||||
| INDUSTRIALS | Clean energy equipment manufacturing | Electrical equipment manufacturing | ||||
| FINANCIALS |
Financial support for energy companies |
Unless otherwise stated, all information contained in this document is from Amundi Ireland Limited and is as of 29 May 2024. Diversification does not guarantee a profit or protect against a loss. The views expressed regarding market and economic trends are those of the author and not necessarily Amundi Ireland Limited and are subject to change at any time based on market and other conditions, and there can be no assurance that countries, markets or sectors will perform as expected. These views should not be relied upon as investment advice, a security recommendation, or as an indication of trading for any Amundi product. This material does not constitute an offer or solicitation to buy or sell any security, fund units or services. Investment involves risks, including market, political, liquidity and currency risks. Past performance is not a guarantee or indicative of future results. Amundi Ireland Limited is authorized and regulated by the Central Bank of Ireland.
Date of first use: 09 September 2024
Doc ID: 3841990
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