D-cipher video series: Decarbonization explained

In this episode of D-cipher we are diving into decarbonization.

We are in the midst of a transition from an overwhelming reliance on fossil fuels to greener energy sources. Many countries have committed to achieving net zero by 2050 and consumers are buying electric vehicles and investing in solar energy at home. However, the tangible steps required to achieve these goals require up-front investment in infrastructure, adding to inflationary pressures in the near term.

Investment is needed to renew energy infrastructure while bringing clean energy technology to scale requires significant funding. Additionally, many of these technologies are mineral intensive, leading to issues of supply-demand imbalances and driving up costs. While the response to climate change is accelerating globally, there is no escaping the economic costs of adaptation and mitigation, and how these costs are addressed will play a massive role in shaping the future.

What does this mean for investors? With $100 trillion of capital expenditure into energy infrastructure needed between now and 2025, we see opportunities across public and private markets. Ensuring portfolios are exposed to a broad range of energy companies set to profit from the transition is one response. Looking at opportunities to participate in the required infrastructure build-out is another. 

Learn more about decarbonization and the 3D Reset.