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HSBC Transition Pathways: Unlocking the energy pathway
HSBC Global Viewpoint: Banking and Markets
Is the Power Sector Building More and Building Faster?
The survey showed that renewables are definitely the biggest target of current capex investments. There is probably a role for gas to help ensure security of supply over the medium term. But overall, the utilities that I look at are renewables in their line of sight and they have generally pretty ambitious rollout plans.
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