BlackRock – Energy Transition Implementation Guide: Positioning for the evolving energy transition

BlackRock recently published its Energy Transition Implementation Guide, showcasing its latest research on the evolving energy transition and emerging opportunities for investors. The paper reviews key developments—including the impact of colliding mega forces, rising public subsidies, and a shifting policy landscape. It explores how changes in industrial, trade, and energy policy intersect with rapid technological innovation, and how this dynamic may reshape the trajectory of the energy transition and the investment opportunities it presents.