Which emerging markets will be the winners and losers from energy transition?

Schroders
By July 16, 2021 13:07

Which emerging markets will be the winners and losers from energy transition?

The race to decarbonise the global economy has the potential to turn the commodities market upside down. And this will have wide-ranging implications for emerging markets (EM). Most of the world’s largest economies are targeting “net zero” emissions of carbon dioxide by the middle of the century. Demand for fossil fuels will fade over time and instead re-orientate towards base metals, which are key inputs to equipment used to generate renewable energy, along with new technologies such as electric vehicles and batteries. This “energy transition” could have a seismic impact on EM, many of which are either significant producers or consumers of natural resources. 

Schroders
By July 16, 2021 13:07

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