The energy transition in North America

By Joseph Titmus
Portfolio Manager/Analyst, Global Listed Infrastructure Sydney, Australia

The energy transition in North America is gathering speed and significantly altering the fundamentals of the energy industry and the economy more broadly.

The continent is well known for its wealth of natural resources and well-established industries proficient at their extraction and commercialisation.

However, in recent times this development has been more focussed on renewable energy. Over a decade ago this was encouraged by embryonic policy but today the economics are as attractive as they are for any energy resource available in Canada, Mexico and the US.

This evolution of the generation mix is key to the energy transition and an important catalyst for other developments, such as battery storage, electric vehicles, and electrification in general.

New technologies, such as hydrogen and carbon capture, will continue to emerge and are likely integral to meeting decarbonisation and other policy objectives. Equally demand will also have a critical role to play, becoming more informed and more flexible.

The impacts will be evolutionary and widespread across the economy and society; therefore, reliability and diversification will remain critical for decades to come. And central to all these dynamics is the role played by infrastructure, as a facilitator and a catalyst. These topics are the focus of our latest report on the energy transition in North America.

AMP Capital’s global listed infrastructure team believes there are some key opportunities for the infrastructure sector from the energy transition happening in North America. You can read more about this in the article here

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While every care has been taken in the preparation of this article, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMP Capital) makes no representations or warranties as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This article has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. An investor should, before making any investment decisions, consider the appropriateness of the information in this article, and seek professional advice, having regard to the investor’s objectives, financial situation and needs.

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