S&P Global Declares End of Linear Energy Transition Era
S&P Global research identifies a fundamental shift in energy transition dynamics, moving from predictable linear progression to complex, multi-factor evolution driven by AI energy demands, geopolitical tensions, and competing priorities of affordability and reliability. This marks a strategic inflection point requiring new planning frameworks for energy companies and policymakers.
Energy strategies built on linear transition assumptions may become obsolete, forcing companies to develop more adaptive, scenario-based approaches to investment and risk management.
energy transition
ai demand
geopolitics
market disruption