Energy transition will drive the performance and strategies of utilities over the coming decade, as they enter into an investment super cycle to decarbonize and accompany the growth in renewables. While environmental policies will generally support this growth, utilities will face new challenges, including affordability, execution risks and balance sheet constraints.
S&P Global Ratings
Chief Analytical Officer, Infrastructure Ratings
Director, Market Outreach, The Netherlands & Nordics
Market Outreach Relationship Manager, Corporates