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The global energy transition is entering a more complex, demand‑driven and geopolitically fragmented phase. The immediate path is increasingly forged by rapidly rising electricity demand, shifting geopolitics, cost pressures, infrastructure constraints and uneven policy environments.
In this new paper, Calvert outlines the macro forces reshaping the transition. It discusses the investment implications we at Calvert believe matter most, and identifies companies with durable positions and solutions that address system‑level needs that may be poised to create long‑term value in an evolving energy system.
To learn more about Calvert’s views on Energy Transition 2.0 and how our investment framework informs sector views, download the white paper below.
