Commodities and Energy Transition - Market Lens on Renewables: The Sun is Shining

The energy transition is no longer viewed only through the lens of decarbonisation. It is increasingly linked to energy security, technological development and resource resilience. As AI, defence modernisation, electrification and infrastructure investment evolve, access to key resources is becoming increasingly important. This series takes a market lens on the supply, demand, and macro dynamics of the resources that are key inputs to the global energy transition.

In this edition, the focus is on renewables, from accelerating power demand and clean-energy deployment to the evolving outlook for renewable power producers.

Key takeaways:

• Recent energy-market disruptions, heatwaves and accelerating electricity demand are increasing pressure on power systems and the focus on domestically generated power, potentially supporting renewable deployment.

• Solar is expected to become the world’s largest source of electricity by 2032, supported by improving economics and technology.
• Renewable producers may be increasingly well positioned as data centres and other large electricity users compete to secure long-term power supply.

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This document is not intended to be, or does not constitute, investment research as defined by the Financial Conduct Authority.