Navigating the North American Energy Transition

28 December 2023 Outlook

North America, and the US in particular, is arguably now one of the most attractive markets for investment in energy transition infrastructure and renewable power generation. The energy transition in the region is expected to attract over $2.5 trillion in investment over the next ten years.

The region’s attributes have been widely reported on: favourable policies, abundant resources, technological advancements, market size and stability, and access to deep pools of capital. In this white paper, we dig into some of the complexities, highlight a number of obstacles and provide a sense of where opportunities exist.

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