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.

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Important notes

This article has been prepared to provide general information and does not constitute 'financial advice' for the purposes of the Financial Advisors Act 2008 (Act). An individual investor should, before making any investment decisions, consider the information available in the relevant Product Disclosure Statement and seek professional advice. While every care has been taken in the preparation of this document, AMP Capital Investors (New Zealand) Limited and the AMP Group (together, 'AMP') make no guarantee that the information supplied is accurate, complete or timely and do not make any warranties or representations in respect of results gained from its use. The information is not intended to infer that current or past returns are indicative of future returns. The views expressed are those of the author and do not necessarily reflect those of AMP. These views are subject to change depending on market conditions and other factors.

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