Energy Transition to Trump AI as Decade's Biggest Capital Cycle
Vihari Ross argues that the energy transition will be the defining capital cycle of the decade, surpassing AI.
The energy transition would trump AI as the decade’s biggest capital cycle.
According to Ross, the energy transition is driven by technology, national security, geopolitical competition, and massive fiscal incentives, leading to a decade-long capex boom.
- Decarbonisation is expected to be the defining capital cycle of the decade.
- Investment is accelerating in the energy transition sector.
- Investors may be complacent about the scale of the opportunity.
Ross believes the market still hasn't woken up to the scale of the opportunity in the energy transition sector.
Author's summary: Energy transition to dominate decade's capital cycle.
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