Opinion

eBook | Historic opportunities and complex challenges in a volatile world

An investor's guide to navigating the current power and renewables landscape

1 minute read

The global power sector is undergoing a period of rapid transformation because of global decarbonisation efforts, most obviously by transitioning away from oil, gas and coal and towards solar, wind and storage. Yet it also faces rising demand from new sources of energy consumption, such as data centres, electric vehicles (EVs) and the electrification of industrial operations. 

Efforts to pivot power production towards clean energy are creating huge investment opportunities in solar, wind and nuclear energy. Investment in renewables, grids and storage jumped from $755 billion in 2015 to $1,027 billion in 2023, while thermal investment fell from $134 billion to $106 billion. This energy transition is carving out investment opportunities but also spawning new and complex risks. 

With unprecedented demand growth, technological advancements and shifting regulatory environments, industry players face both immense opportunities and complex challenges. This eBook explores the key trends shaping the power sector’s future and demonstrates how Wood Mackenzie’s Lens Power & Renewables (Lens P&R) product suite empowers stakeholders to make informed decisions. 

In large parts of the world, power market investment and supply chains face more uncertainty now than for many decades. Accurate insight into the sector’s challenges and opportunities help financial organisations protect portfolios, adequately hedge risk and decide portfolio acquisition strategies. 

Our latest eBook aims to shine a light on these challenges - and how investors and financial organisations can overcome them to thrive in today's complex and volatile landscape.

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