Energy Transition to Trump AI as Decade's Biggest Capital Cycle
Vihari Ross states that a generational cycle is starting, yet investors remain on the sidelines.
Ross argued that the energy transition would surpass AI as the decade's most significant 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.
A decade-long capex boom is unfolding, and Ross believes the market has yet to realize the scale of the opportunity, with investment accelerating in certain areas.
Ross emphasizes that decarbonisation, not AI, will ultimately be the defining capital cycle of the decade.
Author's summary: Energy transition surpasses AI as decade's biggest capital cycle.
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