Disruptor Series

4Q Topic: The Future of Energy, Part II

Investment Implications of the Energy Transition

Presented by Jody Gunderson, Luke Pryor, David Wheeler, Rick Brink

The renewable energy transition won’t be linear, and it won’t be smooth—reinventing a global energy system in just 20 to 30 years is a monumental task. The “how” was the main topic in AB’s recent Disruptor Series installment, The Future of Energy.

In the latest installment, The Future of Energy, Part II, Rick Brink, AB’s Chief Market Strategist, and an expert panel turns the focus to the massive investment implications from reengineering a century-and a-half-old energy system. Rick and an expert panel explored topics including:

Topics Covered

  1. Headline renewable sources like solar, wind and hydroelectric power offer compelling investment opportunities—but not every competitor will win. And a lot of brick-and-mortar infrastructure is needed to support the spread of green energy.

  2. Translating clean-energy sources into consistent power delivery will require massive investment. Ramping up storage capacity for intermittent sources like solar and wind is critical. So is connecting clean energy to a new-look power grid.

  3. Clean hydrogen and nuclear power, key areas of interest from the first session, will get a closer look. Panelists will explore the underlying technologies and what’s needed to enable broader production and adoption.

  4. As recent events have shown, fossil fuels are still a key part of transition, but investors must factor in that the value of fossil fuels will change. Also, traditional giants have gotten into the green-energy game, using their resources to pursue avenues including geothermal, hydrogen and biofuels.

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Past Topics

1Q 2022: Inflation

Rick BrinkInigo Fraser-Jenkins; Eric Winograd; Janaki Rao

Rising Prices and the Big Trade-Off—learn how investors can strike the best balance between inflation protection and market participation.

2Q 2022: Deglobalization

Rick BrinkInigo Fraser-JenkinsEric WinogradJanaki Rao

Life on the Other Side—gain insight into how deglobalization and reversals in the supercycle may make investors rethink their portfolio philosophy and design. 

3Q 2022: The Future of Energy

Robert BrackettJean Ann SalisburyOswald ClintDeepa VenkateswaranRick Brink

Oil prices have been volatile for the past few years, and Russia’s invasion of Ukraine upended the entire supply/demand framework.