Keeping the lights switched on - Newton Investment Management

Energy security and decarbonisation: are they mutually exclusive?

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... Key points
  • The European energy crisis, which has been exacerbated by Russia‚Äôs invasion of Ukraine, has been years in the making and has highlighted the vulnerability of European energy systems.
  • As nations scramble for energy, there are concerns of what this may mean for the energy transition,
  • Newton Investment Management believe that over the medium and long term, concerns around energy security are likely to accelerate the shift to alternative sources of energy, augmented by additional investment in oil and gas to ensure the security of the transition.
  • They expect that there will be a number of opportunities associated with this transition, in particular in relation to the building, transport and industrial sectors.

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