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Perspectives on a Mega Investment Theme: Energy Transition

Evercore Edge

CHAPTER

How to Invest in Energy Transition Areas

From my perspective, everything is risk management. And so how much capital are you going to deploy into some of these areas? So my focus has been mainly on the midstream companies and we spoke about Enbridge a little bit earlier. They're investing, I think, significant amount of capital, and they're doing it with JVs. It's pretty manageable at around $5 billion investment.

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