Sustainability Community

When it comes to energy transition, these questions resonated with many investors during London Climate Action Week.

Bloomberg's latest work looks at the energy transition through the lens of the energy trilemma: security, affordability and sustainability. The core message is that the transition is moving from pledges to performance - investors increasingly want to understand which companies are actually allocating capital, generating revenues, improving resilience and managing these issues.

You may find the following useful:

• Article: Five charts on the energy transition - who is spending, who is earning, who is delivering? A concise piece showcasing Bloomberg data and insights
• Chartbook: A Trilemma-Shaped Transition - a richer, deeper pack with more analysis
• Join Webinar: Exposure to the Energy Transition: From Data to Investment Insights

If you'd like to engage with Bloomberg or ask any questions, give me a shout and I'll make the introduction

cheerio

Aya

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Aya Pariy
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Thanks Aya!

One thing that stood out in the analysis: transition targets are increasingly the starting point, not the conclusion. The harder investor question is whether companies are backing ambition with capex, revenues, governance and operational execution.

Curious how others think about this: when assessing transition credibility, which signal do you trust the most - targets, capex, revenues, emissions trajectory, governance, or something else?

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Rohit Seksaria
Head of Climate Transition Solutions
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