Disruptor Series

3Q Topic: The Future of Energy

 

The Future of Energy

Presented by Robert BrackettJean Ann SalisburyOswald ClintDeepa VenkateswaranRick Brink

Oil prices have been volatile for the past few years and Russia’s invasion of Ukraine upended the entire supply/demand framework.

Rick Brink, AB’s Chief Market Strategist, sat down with a panel of leading energy experts to discuss how the path ahead for energy—and related investment opportunities—will be defined by how we resolve today’s “power problems.” They covered these critical issues in the energy story:

 
 

Topics Covered

  1. How natural gas from North America – and the infrastructure that gets it to market – can address Europe’s natural gas shortfalls in the short and longer term

  2. Which renewables are poised to go from a tool to battle climate change to a key element to replace gaps in energy production

  3. The incentives and clarity that the Inflation Reduction Act brings to the US supply chain, and how it will build confidence in the US for solar, green hydrogen, and other renewables

  4. The role capital will play in energy transition: either in oil and natural gas developments, or rapid capital for renewables

 
 

Sign Up

Get Distinct Perspectives on Critical Issues

Quarterly insights and events from the Disruptors Series

 
 

More For You

Video
Investment Opportunities in Renewables
3 min watch

Can Europe, through renewables, make a dent in what would’ve been natural gas usage? See what Bernstein Research Senior Analyst has to say.

Video
Investment Opportunities in Oil
3 min watch

Understand the appealing dimensions and characters that make investing in oil challenging.

Video
Investment Opportunities in Natural Gas
1 min watch

Bernstein Research Senior Analyst, Jean Ann Salisbury, weighs in on the natural gas cycle and what that means for the future.

Video
10 Year Outlook
3 min watch

How will we solve the power problem over the next 10 years? Bernstein experts weigh in. 

The glowing lights of a large city create web-like patterns in the dark night.
Investment Implications of the Energy Transition
07 December 2022 / 4 min read
Richard Brink

The energy transition won’t be linear or smooth—reinventing a global energy system in just 20 to 30 years is a huge task. For investors, understanding the landscape is critical.

 
 

Past Topics

David Wheeler , Luke Pryor , Jody Gunderson , Richard Brink

The renewable energy transition won't be linear, and it won't be smooth—reinventing a global energy system in just 20 to 30 years is a monumental task. 

Inigo Fraser-Jenkins , Richard Brink , Janaki Rao , Eric Winograd

Life on the Other Side—gain insight into how deglobalization and reversals in the supercycle may make investors rethink their portfolio philosophy and design. 

Inigo Fraser-Jenkins , Richard Brink , Janaki Rao , Eric Winograd

Rising Prices and the Big Trade-Off—learn how investors can strike the best balance between inflation protection and market participation.