The Energy Transition: A Balancing Act

Energy demand is rising, and so is the need for it to be clean, secure, and affordable. Junwei Hafner-Cai, Senior Analyst in the Polar Capital Sustainable Thematic Equity Team, discusses the sector’s challenges and how it is evolving to meet all three criteria. She explores the growing demand for energy storage and smart grid infrastructure, highlighting the opportunities these present for investors at what she believes to be a pivotal moment in the global energy transition.