Vihari Ross: A Generational Cycle is Starting
Investors are still on the sidelines as a generational cycle begins, according to Vihari Ross.
Ross stated that the energy transition would surpass AI as the decade's biggest capital cycle, a view still supported by numbers a year later.
The bigger, longer, and more foundational cycle would be the energy transition, driven by technology, national security, geopolitical competition, and massive fiscal incentives.
Investment Opportunities
Ross believes the market has not yet recognized the scale of the opportunity, and investment is accelerating in the energy transition sector.
She argues that decarbonisation, not AI, will ultimately be the defining capital cycle of the decade.
Key Points
- Energy transition will be the decade's biggest capital cycle
- Driven by technology, national security, and fiscal incentives
- Decarbonisation will be the defining capital cycle of the decade
Author's summary: Vihari Ross predicts energy transition will surpass AI as the decade's biggest capital cycle.