The Commodities Driving The $173 Trillion Global Energy Transition

The energy transition is in full swing, with electric vehicles supplanting gas guzzlers and solar panels and wind turbines replacing coal and oil as the world’s leading energy sources. The energy transition is driving the next commodity supercycle, with immense prospects for metals producers, technology manufacturers, and energy traders and investors. Indeed, new energy research provider BloombergNEF estimates that the global transition will require ~$173 trillion in energy supply and infrastructure investment over the next three decades,…