error
Subscriptions are not available for this site while you are logged into your current account.
close

Loading

The page is loading.

Please wait...

    Loading

    The page is loading.

    Please wait...

    Energy Transition Investment Outlook: Energy insights

    Insights from 420 investors in energy & natural resources

    Person walking whilst holding a coffee cup

    Energy transition investment outlook: Insights from 420 investors in energy & natural resources

    The global shift towards cleaner energy is accelerating, and investors in the energy and natural resources sectors are navigating an evolving landscape of opportunities and challenges. The latest KPMG report tracks the views of 420 investors from key areas of the energy sector—including oil and gas, power, renewables, and other energy organisations—shedding light on where capital is flowing and the critical factors shaping investment decisions.

    This thorough report dives into key investment trends, identifying which regions, asset types, and technologies are attracting the most attention. It also explores the role of policy in either enabling or hindering investment and highlights the growing importance of partnerships between public and private sector stakeholders to drive the energy transition forward.

    A key feature of the report is a detailed case study from JSW Neo Energy in India, showcasing how they successfully completed a major renewable energy transaction and the strategic decisions that fuelled their success.

    Wafa Jafri

    Partner, Energy Deal Advisory

    KPMG in the UK


    PDF

    Energy transition investment outlook: Energy sector insights

    Energy sector insights


    Key insights from the report

    1. Investment focus
      • Sixty-five percent of energy respondents invested in energy efficiency technologies (including electrification) over the past two years; 55% invested in renewable and low-carbon energy; 54% invested in energy storage and grid infrastructure.
      • Sixty-nine percent of energy respondents still invest in fossil fuels.
    2. Top regions for investment
      • Fifty-four percent of energy companies focus investments on markets in East Asia; 51% focus on Europe; 43% target North America.
    3. Policy drivers
      • Sixty-eight percent believe government policy is critical to the profitability of energy transition investments.
      • Sixty-seven percent say effective carbon tax systems attract investment in energy transition assets.
      • Regulatory compliance is the top reason for energy transition investments (followed by energy independence and reputation).
    4. Policy barriers
      • Fifty-eight percent say government policy related to the energy transition creates unnecessary risks or complications.
      • Fifty-six percent say government policy related to the energy transition adapts too slowly to market needs.
      • Regulatory risks are the top barrier to investments (followed by technology performance uncertainty and market volatility)
    5. Top five investment areas for the next two years
      1. Renewable and low-carbon energy
      2. Energy efficiency (including electrification)
      3. Transport and related infrastructure
      4. Energy storage and grid infrastructure
      5. Critical minerals and materials

    This report is a must-read for anyone looking to make informed investment decisions in the rapidly changing energy sector. Download the full report now to discover how you can capitalise on emerging opportunities in the energy transition while aiming to mitigate risks.


    Our sustainability insights

    Something went wrong

    Oops!! Something went wrong, please try again

    Get in touch

    Read enough? Get in touch with our team and find out why organisations across the UK trust us to make the difference.

    Person smiling whilst using a mobile phone