By Delta Outcomes
15/12/2025
And according to estimates from BP, IEA, and Bloomberg, we need to deploy $3 trillion annually in clean energy solutions through 2050 in order to decarbonise the global energy system.
If we succeed, this would be modern history’s largest thematic capital reallocation.
How could this be made possible? Shift renewable energy generation from 28% today to 56% by mid-century, doubling its share of the global mix.
This transition demands investment in everything from solar and wind to grid infrastructure, EV charging, batteries, electrolysers, and beyond. Capex is accelerating across categories, with energy efficiency, storage, hydrogen, and low-carbon fuels all becoming critical growth sectors.
What we’re witnessing is a financial strategy inflexion point.
For asset owners, the question is not whether to engage but rather how to allocate intentionally across this structural trend.
The energy economy of the future will look nothing like the past, and outperforming portfolios will be those positioned for that future, not anchored to yesterday’s economics.
