Transition trilemma: a reckoning for decarbonisation? – abrdn

How can infrastructure help with the energy transition?

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... The transition in 2024 – reality bites. Decarbonisation, supply resilience, affordability: is it possible to solve all three? The old adage of the transition trilemma (balancing all three components of energy policy) has come starkly into focus again over the last 12 months.

To some, the energy transition seemed unstoppable. But throw in some post-pandemic supply chain issues, stubborn inflation, cost-of-living pressures, a hefty dose of geopolitics, and the juggernaut is starting to stutter. It’s going to be a bumpy ride and investors need to understand the implications.

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