Outlook 2022: Global gas crisis resets transition narrative

Conversation must shift towards low-emission oil and gas production and consumption, rather than starving the industry of capital

The shift away from fossil fuels to cleaner, greener energy presents one of the biggest opportunities for investors in our lifetime. As a result, there is a voracious appetite to invest in this transition. The social appeal, coupled with the long-term horizon of the energy transition, make a compelling backdrop for investors of all types—including private equity, sovereign wealth, family offices, and debt and capital markets. The energy transition has, without question, accelerated dramatically in the last 18 months. This momentum, which has gathered pace amid—although not because of—the global pandemic, has become even more pronounced. But as our journey away from fossil fuels continues to