Global Energy Perspectives: State of the energy transition - US

In our latest Global Energy Perspective, our analysis of the state of the energy transition through the lens of the four largest global emitters, focuses on the US.

The Russian invasion of Ukraine has generated four impacts each with the potential to alter the course of the energy transition:

1. Gas and power price shock
2. Stagflation
3. Energy security
4. Political tension

This will have a significant impact on investors in the energy transition. 

Watch Caspian Conran discuss our latest perspective

To see how things have changed over the last 12 months, view our 2021 analysis here.

Read our recent perspectives on the winter outlook for gas supply security covering LNG, Infrastructure and Weather.

For more information on the contents of our latest Global Energy Perspective or how Baringa can help your organisation, please contact Nick Forrest or Caspian Conran.