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Perspectives on a Mega Investment Theme: Energy Transition

Evercore Edge

CHAPTER

The Energy Transition: A Multi-Decade Investment Opportunity

Jeeves: Right now, I think the most interesting opportunity is given the volatility or in traditional energy and upstream in particular. We've just done a large investment in that area. But longer-term, I think energy transition is going to be,. as Jamie described it, a multi-decade, multi-generational investment opportunity. And when you think about the energy transition going forward, the companies that are really well-suited to do well are infrastructure companies.

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